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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 | $17,045 | $121,701-86.0% | $104,639-83.7% | $158,982-89.3% |
| Participation rate | 72.7% | 77.5%-4.8pp | 74.1%-1.4pp | 82.0%-9.2pp |
| Annual return | 26.82% | 465.72%-438.9pp | 340.67%-313.9pp | 302.99%-276.2pp |
| Employer contribution / active EE | $700 | $3,165-77.9% | $2,682-73.9% | $4,763-85.3% |
| Participant deferral / active EE | $3,875 | $4,176-7.2% | $3,738+3.7% | $5,983-35.2% |
| Admin fee / account holder | $147 | $7,778-98.1% | $6,465-97.7% | $11,252-98.7% |