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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 | $19,964 | $76,608-73.9% | $56,077-64.4% | $145,877-86.3% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 18.84% | 3009.59%-2990.7pp | 1709.28%-1690.4pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,134 | $1,382+54.5% | $1,040+105.1% | $4,663-54.2% |
| Participant deferral / active EE | $5,324 | $2,624+102.9% | $1,954+172.5% | $6,691-20.4% |
| Admin fee / account holder | $106 | $3,325-96.8% | $2,825-96.2% | $13,402-99.2% |