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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 | $26,832 | $112,933-76.2% | $90,970-70.5% | $158,982-83.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 49.82% | 215.82%-166.0pp | 134.60%-84.8pp | 302.99%-253.2pp |
| Employer contribution / active EE | $589 | $2,893-79.6% | $2,122-72.2% | $4,763-87.6% |
| Participant deferral / active EE | $8,979 | $4,128+117.5% | $3,373+166.2% | $5,983+50.1% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |