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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 | $26,494 | $159,934-83.4% | $147,005-82.0% | $145,959-81.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.66% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,529 | $5,287-52.2% | $4,934-48.7% | $4,661-45.7% |
| Participant deferral / active EE | $5,209 | $8,427-38.2% | $8,070-35.4% | $6,689-22.1% |
| Admin fee / account holder | $132 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |