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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 | $16,166 | $73,518-78.0% | $63,003-74.3% | $147,585-89.0% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 21.50% | 175.46%-154.0pp | 87.59%-66.1pp | 578.57%-557.1pp |
| Employer contribution / active EE | $1,288 | $3,322-61.2% | $2,760-53.3% | $4,876-73.6% |
| Participant deferral / active EE | $1,439 | $4,183-65.6% | $3,329-56.8% | $5,439-73.5% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |