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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 | $19,520 | $175,257-88.9% | $149,717-87.0% | $139,456-86.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 24.53% | 166.70%-142.2pp | 134.41%-109.9pp | 373.45%-348.9pp |
| Employer contribution / active EE | $1,534 | $5,477-72.0% | $4,820-68.2% | $4,753-67.7% |
| Participant deferral / active EE | $4,996 | $6,521-23.4% | $5,682-12.1% | $6,711-25.6% |
| Admin fee / account holder | $47 | $16,156-99.7% | $13,213-99.6% | $11,407-99.6% |