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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 | $27,950 | $115,810-75.9% | $101,271-72.4% | $158,966-82.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 156.11% | 56.15%+100.0pp | 46.48%+109.6pp | 302.95%-146.8pp |
| Employer contribution / active EE | $2,668 | $4,175-36.1% | $3,660-27.1% | $4,762-44.0% |
| Participant deferral / active EE | $11,261 | $4,958+127.1% | $4,371+157.7% | $5,983+88.2% |
| Admin fee / account holder | $120 | $7,248-98.3% | $5,948-98.0% | $11,250-98.9% |