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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 | $29,176 | $107,941-73.0% | $91,994-68.3% | $152,897-80.9% |
| Participation rate | 94.4% | 81.2%+13.3pp | 78.6%+15.8pp | 82.5%+12.0pp |
| Annual return | 51.85% | 89.28%-37.4pp | 69.04%-17.2pp | 345.43%-293.6pp |
| Employer contribution / active EE | $1,925 | $4,212-54.3% | $3,453-44.3% | $4,764-59.6% |
| Participant deferral / active EE | $3,768 | $6,366-40.8% | $5,924-36.4% | $5,851-35.6% |
| Admin fee / account holder | $3 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |