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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 | $20,953 | $159,978-86.9% | $147,041-85.8% | $145,978-85.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.95% | 98.36%-85.4pp | 419.21%-406.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,750 | $5,288-66.9% | $4,935-64.5% | $4,662-62.5% |
| Participant deferral / active EE | $3,501 | $8,429-58.5% | $8,071-56.6% | $6,690-47.7% |
| Admin fee / account holder | $167 | $15,053-98.9% | $13,006-98.7% | $13,400-98.8% |