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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 | $45,626 | $88,754-48.6% | $81,820-44.2% | $145,877-68.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 20.80% | 1031.77%-1011.0pp | 777.93%-757.1pp | 551.28%-530.5pp |
| Employer contribution / active EE | $1,429 | $3,085-53.7% | $2,915-51.0% | $4,663-69.4% |
| Participant deferral / active EE | $8,050 | $4,648+73.2% | $4,323+86.2% | $6,691+20.3% |
| Admin fee / account holder | $184 | $8,424-97.8% | $7,391-97.5% | $13,402-98.6% |