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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 | $18,745 | $160,070-88.3% | $147,117-87.3% | $145,897-87.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.49% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,803 | $5,285-65.9% | $4,932-63.4% | $4,663-61.3% |
| Participant deferral / active EE | $4,139 | $8,419-50.8% | $8,065-48.7% | $6,689-38.1% |
| Admin fee / account holder | $88 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |