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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 | $54,339 | $100,895-46.1% | $90,430-39.9% | $158,950-65.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 17.82% | 1725.54%-1707.7pp | 1293.73%-1275.9pp | 302.91%-285.1pp |
| Employer contribution / active EE | $1,074 | $3,689-70.9% | $3,262-67.1% | $4,762-77.4% |
| Participant deferral / active EE | $2,349 | $4,347-46.0% | $3,963-40.7% | $5,983-60.7% |
| Admin fee / account holder | $14 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |