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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 | $19,587 | $88,754-77.9% | $81,820-76.1% | $145,877-86.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 24.31% | 1031.77%-1007.5pp | 777.93%-753.6pp | 551.28%-527.0pp |
| Employer contribution / active EE | $2,484 | $3,085-19.5% | $2,915-14.8% | $4,663-46.7% |
| Participant deferral / active EE | $6,594 | $4,648+41.9% | $4,323+52.5% | $6,691-1.4% |
| Admin fee / account holder | $226 | $8,424-97.3% | $7,391-96.9% | $13,402-98.3% |