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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 | $20,201 | $110,379-81.7% | $102,412-80.3% | $145,884-86.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 145.96% | 24.84%+121.1pp | 24.94%+121.0pp | 551.85%-405.9pp |
| Employer contribution / active EE | $2,130 | $4,216-49.5% | $3,870-45.0% | $4,662-54.3% |
| Participant deferral / active EE | $3,760 | $5,622-33.1% | $5,060-25.7% | $6,690-43.8% |
| Admin fee / account holder | $57 | $9,745-99.4% | $8,388-99.3% | $13,392-99.6% |