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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 | $18,878 | $106,008-82.2% | $92,240-79.5% | $147,586-87.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 17.93% | 50.05%-32.1pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,740 | $4,333-59.9% | $3,680-52.7% | $4,876-64.3% |
| Participant deferral / active EE | $4,420 | $4,478-1.3% | $3,897+13.4% | $5,439-18.7% |
| Admin fee / account holder | $234 | $6,333-96.3% | $5,194-95.5% | $10,886-97.8% |