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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 | $21,889 | $107,368-79.6% | $92,915-76.4% | $152,909-85.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 17.36% | 145.64%-128.3pp | 109.45%-92.1pp | 345.46%-328.1pp |
| Employer contribution / active EE | $6,156 | $4,222+45.8% | $3,653+68.5% | $4,764+29.2% |
| Participant deferral / active EE | $2,358 | $4,848-51.4% | $4,238-44.4% | $5,851-59.7% |
| Admin fee / account holder | $15 | $7,082-99.8% | $5,796-99.7% | $11,601-99.9% |