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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 | $17,504 | $160,040-89.1% | $147,096-88.1% | $145,877-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.33% | 98.49%-76.2pp | 419.75%-397.4pp | 551.28%-528.9pp |
| Employer contribution / active EE | $1,354 | $5,289-74.4% | $4,936-72.6% | $4,663-71.0% |
| Participant deferral / active EE | $3,603 | $8,429-57.3% | $8,071-55.4% | $6,691-46.1% |
| Admin fee / account holder | $203 | $15,050-98.7% | $13,005-98.4% | $13,402-98.5% |