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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 | $22,322 | $114,073-80.4% | $96,161-76.8% | $167,518-86.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 15.32% | 189.95%-174.6pp | 192.01%-176.7pp | 478.71%-463.4pp |
| Employer contribution / active EE | $1,591 | $3,428-53.6% | $2,798-43.2% | $4,838-67.1% |
| Participant deferral / active EE | $5,576 | $5,195+7.3% | $4,349+28.2% | $6,342-12.1% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |