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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 | $23,114 | $81,749-71.7% | $58,544-60.5% | $139,456-83.4% |
| Participation rate | 76.9% | 61.3%+15.6pp | 50.9%+26.1pp | 80.3%-3.4pp |
| Annual return | 563.24% | 7425.45%-6862.2pp | 4249.56%-3686.3pp | 373.45%+189.8pp |
| Employer contribution / active EE | $1,748 | $1,398+25.0% | $1,053+66.0% | $4,753-63.2% |
| Participant deferral / active EE | $3,154 | $2,555+23.4% | $1,923+64.0% | $6,711-53.0% |
| Admin fee / account holder | $225 | $3,272-93.1% | $2,520-91.1% | $11,407-98.0% |