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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 | $27,908 | $96,678-71.1% | $86,640-67.8% | $139,466-80.0% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 24.23% | 106.69%-82.5pp | 592.52%-568.3pp | 373.66%-349.4pp |
| Employer contribution / active EE | $1,802 | $3,265-44.8% | $3,024-40.4% | $4,754-62.1% |
| Participant deferral / active EE | $4,656 | $4,837-3.7% | $4,438+4.9% | $6,712-30.6% |
| Admin fee / account holder | $96 | $6,410-98.5% | $5,616-98.3% | $11,409-99.2% |