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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 | $52,478 | $96,691-45.7% | $86,656-39.4% | $139,487-62.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 21.79% | 106.87%-85.1pp | 593.09%-571.3pp | 373.84%-352.1pp |
| Employer contribution / active EE | $2,203 | $3,267-32.6% | $3,025-27.2% | $4,755-53.7% |
| Participant deferral / active EE | $9,742 | $4,838+101.4% | $4,439+119.4% | $6,713+45.1% |
| Admin fee / account holder | $20 | $6,414-99.7% | $5,619-99.6% | $11,407-99.8% |