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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 | $26,997 | $109,411-75.3% | $89,435-69.8% | $158,982-83.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 17.88% | 345.68%-327.8pp | 245.55%-227.7pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,620 | $3,173-48.9% | $2,587-37.4% | $4,763-66.0% |
| Participant deferral / active EE | $2,014 | $4,600-56.2% | $3,890-48.2% | $5,983-66.3% |
| Admin fee / account holder | $20 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |