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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 | $22,818 | $88,754-74.3% | $81,820-72.1% | $145,877-84.4% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 33.12% | 1031.77%-998.6pp | 777.93%-744.8pp | 551.28%-518.2pp |
| Employer contribution / active EE | $1,509 | $3,085-51.1% | $2,915-48.3% | $4,663-67.6% |
| Participant deferral / active EE | $2,444 | $4,648-47.4% | $4,323-43.5% | $6,691-63.5% |
| Admin fee / account holder | $163 | $8,424-98.1% | $7,391-97.8% | $13,402-98.8% |