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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 | $17,632 | $106,008-83.4% | $92,240-80.9% | $147,586-88.1% |
| Participation rate | 85.0% | 80.4%+4.6pp | 76.5%+8.5pp | 82.8%+2.2pp |
| Annual return | 21.19% | 50.05%-28.9pp | 176.29%-155.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $2,424 | $4,333-44.1% | $3,680-34.1% | $4,876-50.3% |
| Participant deferral / active EE | $3,006 | $4,478-32.9% | $3,897-22.9% | $5,439-44.7% |
| Admin fee / account holder | $67 | $6,333-98.9% | $5,194-98.7% | $10,886-99.4% |