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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 | $24,153 | $49,164-50.9% | $121,169-80.1% | $75,181-67.9% |
| Participation rate | 80.5% | 55.4%+25.0pp | 69.5%+10.9pp | 67.2%+13.3pp |
| Annual return | 34.48% | 56.03%-21.5pp | 986.71%-952.2pp | 160.69%-126.2pp |
| Employer contribution / active EE | $1,040 | $1,546-32.7% | $4,168-75.0% | $2,671-61.0% |
| Participant deferral / active EE | $3,561 | $2,628+35.5% | $4,083-12.8% | $4,126-13.7% |
| Admin fee / account holder | $172 | $3,942-95.6% | $5,645-97.0% | $5,650-97.0% |