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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,323 | $29,319+10.2% | $52,425-38.3% | $82,448-60.8% |
| Participation rate | 92.5% | 46.9%+45.6pp | 55.6%+36.8pp | 68.1%+24.4pp |
| Annual return | 21.59% | 535.20%-513.6pp | 302.12%-280.5pp | 41.64%-20.1pp |
| Employer contribution / active EE | $3,794 | $586+546.9% | $914+315.0% | $2,551+48.7% |
| Participant deferral / active EE | $1,965 | $1,171+67.8% | $1,790+9.8% | $4,139-52.5% |
| Admin fee / account holder | $226 | $1,962-88.5% | $2,495-91.0% | $7,234-96.9% |