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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 | $76,634-73.9% | $56,054-64.4% | $145,978-86.3% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 18.84% | 3004.33%-2985.5pp | 1705.95%-1687.1pp | 550.52%-531.7pp |
| Employer contribution / active EE | $2,134 | $1,380+54.6% | $1,039+105.4% | $4,662-54.2% |
| Participant deferral / active EE | $5,324 | $2,622+103.0% | $1,952+172.7% | $6,690-20.4% |
| Admin fee / account holder | $106 | $3,321-96.8% | $2,822-96.2% | $13,400-99.2% |