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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 | $28,954 | $84,551-65.8% | $61,452-52.9% | $134,532-78.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | 34.78% | 585.39%-550.6pp | 338.96%-304.2pp | 418.27%-383.5pp |
| Employer contribution / active EE | $1,226 | $1,545-20.7% | $1,160+5.7% | $4,741-74.1% |
| Participant deferral / active EE | $2,239 | $2,818-20.5% | $2,125+5.4% | $6,401-65.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |