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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 | $29,935 | $99,079-69.8% | $78,002-61.6% | $273,972-89.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 7.12% | 217.93%-210.8pp | 425.99%-418.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,488 | $3,308-55.0% | $2,470-39.8% | $4,869-69.4% |
| Participant deferral / active EE | $2,593 | $4,306-39.8% | $3,497-25.9% | $5,287-51.0% |
| Admin fee / account holder | $276 | $8,954-96.9% | $5,481-95.0% | $10,133-97.3% |