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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 | $61,091 | $106,008-42.4% | $92,240-33.8% | $147,586-58.6% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 21.57% | 50.05%-28.5pp | 176.29%-154.7pp | 578.59%-557.0pp |
| Employer contribution / active EE | $1,594 | $4,333-63.2% | $3,680-56.7% | $4,876-67.3% |
| Participant deferral / active EE | $4,095 | $4,478-8.6% | $3,897+5.1% | $5,439-24.7% |
| Admin fee / account holder | $235 | $6,333-96.3% | $5,194-95.5% | $10,886-97.8% |