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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 | $32,306 | $102,393-68.4% | $147,041-78.0% | $80,911-60.1% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 14.30% | 134.95%-120.6pp | 419.21%-404.9pp | 35.63%-21.3pp |
| Employer contribution / active EE | $2,272 | $3,715-38.8% | $4,935-54.0% | $2,756-17.5% |
| Participant deferral / active EE | $4,093 | $6,647-38.4% | $8,071-49.3% | $4,297-4.7% |
| Admin fee / account holder | $3 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |