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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 | $22,419 | $96,388-76.7% | $80,627-72.2% | $139,466-83.9% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 20.74% | 1352.08%-1331.3pp | 936.76%-916.0pp | 373.66%-352.9pp |
| Employer contribution / active EE | $1,964 | $3,260-39.8% | $2,723-27.9% | $4,754-58.7% |
| Participant deferral / active EE | $9,424 | $5,224+80.4% | $4,443+112.1% | $6,712+40.4% |
| Admin fee / account holder | $269 | $6,603-95.9% | $5,381-95.0% | $11,409-97.6% |