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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 | $27,026 | $159,978-83.1% | $147,041-81.6% | $145,978-81.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.80% | 98.36%-83.6pp | 419.21%-404.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,868 | $5,288-64.7% | $4,935-62.1% | $4,662-59.9% |
| Participant deferral / active EE | $3,605 | $8,429-57.2% | $8,071-55.3% | $6,690-46.1% |
| Admin fee / account holder | $210 | $15,053-98.6% | $13,006-98.4% | $13,400-98.4% |