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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 | $44,528 | $106,001-58.0% | $92,235-51.7% | $147,585-69.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 13.60% | 50.05%-36.5pp | 176.28%-162.7pp | 578.56%-565.0pp |
| Employer contribution / active EE | $918 | $4,333-78.8% | $3,679-75.0% | $4,876-81.2% |
| Participant deferral / active EE | $2,163 | $4,478-51.7% | $3,897-44.5% | $5,439-60.2% |
| Admin fee / account holder | $21 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |