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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 | $26,421 | $95,895-72.4% | $79,576-66.8% | $134,509-80.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | 632.14% | -2.72%+634.9pp | 0.15%+632.0pp | 418.13%+214.0pp |
| Employer contribution / active EE | $1,860 | $3,128-40.5% | $2,413-22.9% | $4,741-60.8% |
| Participant deferral / active EE | $3,472 | $4,693-26.0% | $3,985-12.9% | $6,400-45.8% |
| Admin fee / account holder | $138 | $9,129-98.5% | $6,834-98.0% | $11,427-98.8% |