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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 | $20,614 | $160,070-87.1% | $147,117-86.0% | $145,897-85.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 11.50% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,875 | $5,285-45.6% | $4,932-41.7% | $4,663-38.3% |
| Participant deferral / active EE | $4,806 | $8,419-42.9% | $8,065-40.4% | $6,689-28.2% |
| Admin fee / account holder | $248 | $15,035-98.4% | $12,993-98.1% | $13,390-98.2% |