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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 | $22,193 | $102,663-78.4% | $86,216-74.3% | $139,466-84.1% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 11.91% | 1924.52%-1912.6pp | 1169.42%-1157.5pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,749 | $3,035-42.4% | $2,382-26.6% | $4,754-63.2% |
| Participant deferral / active EE | $2,165 | $4,677-53.7% | $3,986-45.7% | $6,712-67.7% |
| Admin fee / account holder | $70 | $8,663-99.2% | $6,853-99.0% | $11,409-99.4% |