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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 | $2,453 | $22,602-89.1% | $65,566-96.3% | $75,173-96.7% |
| Participation rate | 79.5% | 63.1%+16.5pp | 64.9%+14.6pp | 67.2%+12.3pp |
| Annual return | 113.91% | 71.13%+42.8pp | 47.40%+66.5pp | 160.72%-46.8pp |
| Employer contribution / active EE | $800 | $941-15.0% | $1,692-52.7% | $2,671-70.1% |
| Participant deferral / active EE | $1,717 | $1,695+1.3% | $2,832-39.4% | $4,126-58.4% |
| Admin fee / account holder | $125 | $1,877-93.3% | $4,114-97.0% | $5,651-97.8% |