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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 | $42,867 | $102,696-58.3% | $86,235-50.3% | $139,487-69.3% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 21.42% | 1925.91%-1904.5pp | 1170.03%-1148.6pp | 373.84%-352.4pp |
| Employer contribution / active EE | $2,494 | $3,034-17.8% | $2,381+4.7% | $4,755-47.6% |
| Participant deferral / active EE | $7,778 | $4,679+66.2% | $3,987+95.1% | $6,713+15.9% |
| Admin fee / account holder | $17 | $8,667-99.8% | $6,856-99.8% | $11,407-99.9% |