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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 | $19,919 | $160,028-87.6% | $147,080-86.5% | $145,884-86.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 12.76% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,542 | $5,286-70.8% | $4,933-68.7% | $4,662-66.9% |
| Participant deferral / active EE | $6,260 | $8,422-25.7% | $8,066-22.4% | $6,690-6.4% |
| Admin fee / account holder | $244 | $15,030-98.4% | $12,989-98.1% | $13,392-98.2% |