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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 | $16,672 | $96,678-82.8% | $86,640-80.8% | $139,466-88.0% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.8pp |
| Annual return | 20.78% | 106.69%-85.9pp | 592.52%-571.7pp | 373.66%-352.9pp |
| Employer contribution / active EE | $1,241 | $3,265-62.0% | $3,024-59.0% | $4,754-73.9% |
| Participant deferral / active EE | $3,053 | $4,837-36.9% | $4,438-31.2% | $6,712-54.5% |
| Admin fee / account holder | $180 | $6,410-97.2% | $5,616-96.8% | $11,409-98.4% |