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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 | $32,727 | $99,011-66.9% | $86,582-62.2% | $147,586-77.8% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 18.31% | 1312.75%-1294.4pp | 965.08%-946.8pp | 578.59%-560.3pp |
| Employer contribution / active EE | $506 | $3,132-83.8% | $2,839-82.2% | $4,876-89.6% |
| Participant deferral / active EE | $735 | $3,972-81.5% | $3,609-79.6% | $5,439-86.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |