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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 | $12,057 | $114,093-89.4% | $96,171-87.5% | $167,536-92.8% |
| Participation rate | 92.9% | 75.1%+17.8pp | 68.4%+24.4pp | 82.1%+10.7pp |
| Annual return | 16.89% | 190.00%-173.1pp | 192.04%-175.2pp | 478.82%-461.9pp |
| Employer contribution / active EE | $2,169 | $3,429-36.8% | $2,799-22.5% | $4,839-55.2% |
| Participant deferral / active EE | $4,105 | $5,197-21.0% | $4,350-5.6% | $6,342-35.3% |
| Admin fee / account holder | $45 | $6,899-99.3% | $5,538-99.2% | $12,315-99.6% |