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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 | $15,471 | $121,701-87.3% | $104,639-85.2% | $158,982-90.3% |
| Participation rate | 77.8% | 77.5%+0.2pp | 74.1%+3.7pp | 82.0%-4.2pp |
| Annual return | 40.52% | 465.72%-425.2pp | 340.67%-300.1pp | 302.99%-262.5pp |
| Employer contribution / active EE | $1,726 | $3,165-45.5% | $2,682-35.7% | $4,763-63.8% |
| Participant deferral / active EE | $2,605 | $4,176-37.6% | $3,738-30.3% | $5,983-56.5% |
| Admin fee / account holder | $49 | $7,778-99.4% | $6,465-99.2% | $11,252-99.6% |