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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 | $11,237 | $114,093-90.2% | $96,171-88.3% | $167,536-93.3% |
| Participation rate | 78.9% | 75.1%+3.9pp | 68.4%+10.5pp | 82.1%-3.2pp |
| Annual return | 16.03% | 190.00%-174.0pp | 192.04%-176.0pp | 478.82%-462.8pp |
| Employer contribution / active EE | $777 | $3,429-77.3% | $2,799-72.2% | $4,839-83.9% |
| Participant deferral / active EE | $1,374 | $5,197-73.6% | $4,350-68.4% | $6,342-78.3% |
| Admin fee / account holder | $4 | $6,899-99.9% | $5,538-99.9% | $12,315-100.0% |