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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 | $21,366 | $156,963-86.4% | $121,204-82.4% | $139,466-84.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 24.32% | 1476.75%-1452.4pp | 987.18%-962.9pp | 373.66%-349.3pp |
| Employer contribution / active EE | $1,707 | $5,544-69.2% | $4,170-59.1% | $4,754-64.1% |
| Participant deferral / active EE | $2,205 | $4,848-54.5% | $4,083-46.0% | $6,712-67.1% |
| Admin fee / account holder | $61 | $6,953-99.1% | $5,651-98.9% | $11,409-99.5% |