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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 | $17,013 | $149,040-88.6% | $120,225-85.8% | $137,256-87.6% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 24.89% | 605.68%-580.8pp | 439.23%-414.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,112 | $4,350-74.4% | $3,475-68.0% | $4,156-73.2% |
| Participant deferral / active EE | $3,021 | $4,655-35.1% | $3,999-24.5% | $6,407-52.9% |
| Admin fee / account holder | $29 | $6,348-99.5% | $5,696-99.5% | $12,270-99.8% |