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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 | $19,882 | $88,754-77.6% | $81,820-75.7% | $145,877-86.4% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 13.10% | 1031.77%-1018.7pp | 777.93%-764.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,674 | $3,085-13.3% | $2,915-8.3% | $4,663-42.7% |
| Participant deferral / active EE | $3,310 | $4,648-28.8% | $4,323-23.4% | $6,691-50.5% |
| Admin fee / account holder | $100 | $8,424-98.8% | $7,391-98.6% | $13,402-99.3% |