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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 | $14,896 | $72,071-79.3% | $68,368-78.2% | $137,256-89.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 41.55% | 353.14%-311.6pp | 292.57%-251.0pp | 220.34%-178.8pp |
| Employer contribution / active EE | $2,571 | $2,788-7.8% | $2,649-2.9% | $4,156-38.1% |
| Participant deferral / active EE | $3,569 | $4,410-19.1% | $4,123-13.4% | $6,407-44.3% |
| Admin fee / account holder | $84 | $5,336-98.4% | $5,150-98.4% | $12,270-99.3% |