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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 | $14,931 | $149,040-90.0% | $120,225-87.6% | $137,256-89.1% |
| Participation rate | 95.8% | 75.4%+20.4pp | 69.6%+26.3pp | 80.0%+15.9pp |
| Annual return | 21.63% | 605.68%-584.1pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,620 | $4,350-62.8% | $3,475-53.4% | $4,156-61.0% |
| Participant deferral / active EE | $2,957 | $4,655-36.5% | $3,999-26.1% | $6,407-53.8% |
| Admin fee / account holder | $131 | $6,348-97.9% | $5,696-97.7% | $12,270-98.9% |