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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 | $26,793 | $175,231-84.7% | $149,696-82.1% | $139,466-80.8% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 21.28% | 166.77%-145.5pp | 134.46%-113.2pp | 373.66%-352.4pp |
| Employer contribution / active EE | $2,639 | $5,478-51.8% | $4,821-45.3% | $4,754-44.5% |
| Participant deferral / active EE | $4,359 | $6,521-33.2% | $5,682-23.3% | $6,712-35.1% |
| Admin fee / account holder | $94 | $16,155-99.4% | $13,212-99.3% | $11,409-99.2% |