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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 | $14,487 | $49,177-70.5% | $79,467-81.8% | $64,173-77.4% |
| Participation rate | 76.7% | 65.0%+11.6pp | 73.3%+3.3pp | 69.6%+7.1pp |
| Annual return | 346.44% | -1.16%+347.6pp | 718.30%-371.9pp | 7.63%+338.8pp |
| Employer contribution / active EE | $1,668 | $2,076-19.7% | $2,800-40.4% | $2,381-29.9% |
| Participant deferral / active EE | $4,761 | $2,821+68.7% | $3,704+28.5% | $3,470+37.2% |
| Admin fee / account holder | $195 | $3,839-94.9% | $5,104-96.2% | $4,887-96.0% |