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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 | $33,253 | $95,406-65.1% | $185,849-82.1% | $85,847-61.3% |
| Participation rate | 70.8% | 68.8%+2.0pp | 81.7%-10.9pp | 69.3%+1.5pp |
| Annual return | 12420.40% | 23.59%+12396.8pp | 122.10%+12298.3pp | 318.61%+12101.8pp |
| Employer contribution / active EE | $1,691 | $3,314-49.0% | $5,169-67.3% | $2,565-34.1% |
| Participant deferral / active EE | $2,892 | $3,424-15.5% | $5,569-48.1% | $3,952-26.8% |
| Admin fee / account holder | $64 | $7,214-99.1% | $16,244-99.6% | $6,261-99.0% |