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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 | $26,542 | $88,754-70.1% | $81,820-67.6% | $145,877-81.8% |
| Participation rate | 70.6% | 75.1%-4.5pp | 72.4%-1.8pp | 80.3%-9.7pp |
| Annual return | 18.19% | 1031.77%-1013.6pp | 777.93%-759.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $765 | $3,085-75.2% | $2,915-73.8% | $4,663-83.6% |
| Participant deferral / active EE | $8,422 | $4,648+81.2% | $4,323+94.8% | $6,691+25.9% |
| Admin fee / account holder | $10 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |