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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 | $20,038 | $107,368-81.3% | $92,915-78.4% | $152,909-86.9% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.5%-5.5pp |
| Annual return | 29.85% | 145.64%-115.8pp | 109.45%-79.6pp | 345.46%-315.6pp |
| Employer contribution / active EE | $1,721 | $4,222-59.3% | $3,653-52.9% | $4,764-63.9% |
| Participant deferral / active EE | $3,524 | $4,848-27.3% | $4,238-16.9% | $5,851-39.8% |
| Admin fee / account holder | $13 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |