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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 | $28,284 | $106,008-73.3% | $92,240-69.3% | $147,586-80.8% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 20.77% | 50.05%-29.3pp | 176.29%-155.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,069 | $4,333-75.3% | $3,680-70.9% | $4,876-78.1% |
| Participant deferral / active EE | $2,136 | $4,478-52.3% | $3,897-45.2% | $5,439-60.7% |
| Admin fee / account holder | $173 | $6,333-97.3% | $5,194-96.7% | $10,886-98.4% |