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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 | $56,536 | $114,093-50.4% | $96,171-41.2% | $167,536-66.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 15.08% | 190.00%-174.9pp | 192.04%-177.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $919 | $3,429-73.2% | $2,799-67.2% | $4,839-81.0% |
| Participant deferral / active EE | $2,350 | $5,197-54.8% | $4,350-46.0% | $6,342-62.9% |
| Admin fee / account holder | $19 | $6,899-99.7% | $5,538-99.7% | $12,315-99.8% |