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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 | $16,564 | $68,097-75.7% | $62,929-73.7% | $137,256-87.9% |
| Participation rate | 93.3% | 77.4%+15.9pp | 73.1%+20.2pp | 80.0%+13.4pp |
| Annual return | 20.97% | 1859.11%-1838.1pp | 1063.93%-1043.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $740 | $2,811-73.7% | $2,505-70.5% | $4,156-82.2% |
| Participant deferral / active EE | $2,323 | $4,553-49.0% | $3,888-40.3% | $6,407-63.7% |
| Admin fee / account holder | $64 | $6,521-99.0% | $5,065-98.7% | $12,270-99.5% |