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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 | $14,742 | $68,097-78.4% | $62,929-76.6% | $137,256-89.3% |
| Participation rate | 87.0% | 77.4%+9.5pp | 73.1%+13.8pp | 80.0%+7.0pp |
| Annual return | 14.85% | 1859.11%-1844.3pp | 1063.93%-1049.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $391 | $2,811-86.1% | $2,505-84.4% | $4,156-90.6% |
| Participant deferral / active EE | $2,701 | $4,553-40.7% | $3,888-30.5% | $6,407-57.8% |
| Admin fee / account holder | $77 | $6,521-98.8% | $5,065-98.5% | $12,270-99.4% |