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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 | $76,519-73.9% | $56,025-64.4% | $145,897-86.3% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 18.84% | 3017.03%-2998.2pp | 1712.69%-1693.8pp | 552.29%-533.5pp |
| Employer contribution / active EE | $2,134 | $1,383+54.3% | $1,042+104.9% | $4,663-54.2% |
| Participant deferral / active EE | $5,324 | $2,624+102.9% | $1,955+172.4% | $6,689-20.4% |
| Admin fee / account holder | $106 | $3,331-96.8% | $2,828-96.3% | $13,390-99.2% |