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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 | $22,501 | $96,361-76.6% | $80,607-72.1% | $139,456-83.9% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 17.98% | 1350.95%-1333.0pp | 936.11%-918.1pp | 373.45%-355.5pp |
| Employer contribution / active EE | $2,817 | $3,262-13.7% | $2,724+3.4% | $4,753-40.7% |
| Participant deferral / active EE | $3,215 | $5,232-38.5% | $4,448-27.7% | $6,711-52.1% |
| Admin fee / account holder | $100 | $6,601-98.5% | $5,379-98.1% | $11,407-99.1% |