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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 | $13,248 | $96,419-86.3% | $80,648-83.6% | $139,487-90.5% |
| Participation rate | 72.7% | 73.6%-0.9pp | 67.0%+5.7pp | 80.3%-7.6pp |
| Annual return | 21.50% | 1352.86%-1331.4pp | 937.21%-915.7pp | 373.84%-352.3pp |
| Employer contribution / active EE | $1,732 | $3,261-46.9% | $2,724-36.4% | $4,755-63.6% |
| Participant deferral / active EE | $2,106 | $5,225-59.7% | $4,443-52.6% | $6,713-68.6% |
| Admin fee / account holder | $5 | $6,605-99.9% | $5,382-99.9% | $11,407-100.0% |