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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 | $26,139 | $106,008-75.3% | $92,240-71.7% | $147,586-82.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 18.88% | 50.05%-31.2pp | 176.29%-157.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,531 | $4,333-64.7% | $3,680-58.4% | $4,876-68.6% |
| Participant deferral / active EE | $3,185 | $4,478-28.9% | $3,897-18.3% | $5,439-41.4% |
| Admin fee / account holder | $235 | $6,333-96.3% | $5,194-95.5% | $10,886-97.8% |