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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 | $57,302 | $160,070-64.2% | $147,117-61.1% | $145,897-60.7% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 12.16% | 98.69%-86.5pp | 420.54%-408.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,445 | $5,285-72.7% | $4,932-70.7% | $4,663-69.0% |
| Participant deferral / active EE | $5,557 | $8,419-34.0% | $8,065-31.1% | $6,689-16.9% |
| Admin fee / account holder | $12 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |