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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 | $19,974 | $88,702-77.5% | $81,780-75.6% | $145,978-86.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.65% | 1029.12%-1011.5pp | 776.27%-758.6pp | 550.52%-532.9pp |
| Employer contribution / active EE | $2,231 | $3,084-27.7% | $2,914-23.4% | $4,662-52.1% |
| Participant deferral / active EE | $3,074 | $4,645-33.8% | $4,321-28.8% | $6,690-54.0% |
| Admin fee / account holder | $282 | $8,414-96.6% | $7,384-96.2% | $13,400-97.9% |