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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 | $23,674 | $129,737-81.8% | $119,126-80.1% | $154,746-84.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 242.76% | 379.08%-136.3pp | 282.11%-39.3pp | 172.34%+70.4pp |
| Employer contribution / active EE | $1,412 | $4,375-67.7% | $4,034-65.0% | $4,379-67.8% |
| Participant deferral / active EE | $2,734 | $5,842-53.2% | $5,318-48.6% | $6,730-59.4% |
| Admin fee / account holder | $46 | $11,961-99.6% | $10,693-99.6% | $14,365-99.7% |