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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 | $24,714 | $159,978-84.6% | $147,041-83.2% | $145,978-83.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.66% | 98.36%-86.7pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,649 | $5,288-68.8% | $4,935-66.6% | $4,662-64.6% |
| Participant deferral / active EE | $4,887 | $8,429-42.0% | $8,071-39.4% | $6,690-26.9% |
| Admin fee / account holder | $181 | $15,053-98.8% | $13,006-98.6% | $13,400-98.7% |