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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 | $39,576 | $88,778-55.4% | $81,844-51.6% | $145,884-72.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 17.02% | 1033.03%-1016.0pp | 778.87%-761.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $3,994 | $3,087+29.4% | $2,916+37.0% | $4,662-14.3% |
| Participant deferral / active EE | $8,629 | $4,648+85.6% | $4,323+99.6% | $6,690+29.0% |
| Admin fee / account holder | $142 | $8,430-98.3% | $7,355-98.1% | $13,392-98.9% |