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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 | $48,220 | $106,008-54.5% | $92,240-47.7% | $147,586-67.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 16.58% | 50.05%-33.5pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $978 | $4,333-77.4% | $3,680-73.4% | $4,876-79.9% |
| Participant deferral / active EE | $1,401 | $4,478-68.7% | $3,897-64.1% | $5,439-74.2% |
| Admin fee / account holder | $113 | $6,333-98.2% | $5,194-97.8% | $10,886-99.0% |