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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 | $74,038 | $106,008-30.2% | $92,240-19.7% | $147,586-49.8% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 15.66% | 50.05%-34.4pp | 176.29%-160.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,016 | $4,333-76.6% | $3,680-72.4% | $4,876-79.2% |
| Participant deferral / active EE | $3,429 | $4,478-23.4% | $3,897-12.0% | $5,439-37.0% |
| Admin fee / account holder | $268 | $6,333-95.8% | $5,194-94.8% | $10,886-97.5% |