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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 | $43,454 | $88,754-51.0% | $81,820-46.9% | $145,877-70.2% |
| Participation rate | 81.3% | 75.1%+6.2pp | 72.4%+8.9pp | 80.3%+0.9pp |
| Annual return | 12.20% | 1031.77%-1019.6pp | 777.93%-765.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,292 | $3,085-58.1% | $2,915-55.7% | $4,663-72.3% |
| Participant deferral / active EE | $5,782 | $4,648+24.4% | $4,323+33.8% | $6,691-13.6% |
| Admin fee / account holder | $299 | $8,424-96.4% | $7,391-96.0% | $13,402-97.8% |