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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 | $25,398 | $106,005-76.0% | $92,239-72.5% | $147,585-82.8% |
| Participation rate | 77.3% | 80.4%-3.1pp | 76.5%+0.8pp | 82.8%-5.6pp |
| Annual return | 15.42% | 50.05%-34.6pp | 176.29%-160.9pp | 578.58%-563.2pp |
| Employer contribution / active EE | $1,878 | $4,333-56.7% | $3,680-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $4,661 | $4,478+4.1% | $3,897+19.6% | $5,439-14.3% |
| Admin fee / account holder | $190 | $6,333-97.0% | $5,194-96.3% | $10,886-98.3% |