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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 | $26,950 | $85,171-68.4% | $172,752-84.4% | $72,975-63.1% |
| Participation rate | 82.8% | 70.1%+12.7pp | 82.6%+0.1pp | 69.5%+13.3pp |
| Annual return | 88.09% | 27.32%+60.8pp | 802.97%-714.9pp | 81.01%+7.1pp |
| Employer contribution / active EE | $1,727 | $3,324-48.1% | $5,144-66.4% | $2,440-29.2% |
| Participant deferral / active EE | $4,473 | $3,260+37.2% | $5,198-13.9% | $3,608+24.0% |
| Admin fee / account holder | $226 | $5,880-96.2% | $13,955-98.4% | $5,124-95.6% |