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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 | $21,043 | $106,003-80.1% | $92,236-77.2% | $147,585-85.7% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 22.25% | 50.05%-27.8pp | 176.29%-154.0pp | 578.57%-556.3pp |
| Employer contribution / active EE | $1,024 | $4,333-76.4% | $3,679-72.2% | $4,876-79.0% |
| Participant deferral / active EE | $3,034 | $4,478-32.2% | $3,897-22.1% | $5,439-44.2% |
| Admin fee / account holder | $180 | $6,333-97.2% | $5,194-96.5% | $10,885-98.4% |