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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 | $21,677 | $96,691-77.6% | $86,656-75.0% | $139,487-84.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 20.47% | 106.87%-86.4pp | 593.09%-572.6pp | 373.84%-353.4pp |
| Employer contribution / active EE | $1,700 | $3,267-48.0% | $3,025-43.8% | $4,755-64.3% |
| Participant deferral / active EE | $5,364 | $4,838+10.9% | $4,439+20.8% | $6,713-20.1% |
| Admin fee / account holder | $174 | $6,414-97.3% | $5,619-96.9% | $11,407-98.5% |