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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 | $12,466 | $149,040-91.6% | $120,225-89.6% | $137,256-90.9% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 31.42% | 605.68%-574.3pp | 439.23%-407.8pp | 220.34%-188.9pp |
| Employer contribution / active EE | $1,696 | $4,350-61.0% | $3,475-51.2% | $4,156-59.2% |
| Participant deferral / active EE | $1,848 | $4,655-60.3% | $3,999-53.8% | $6,407-71.2% |
| Admin fee / account holder | $2 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |