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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 | $11,955 | $149,040-92.0% | $120,225-90.1% | $137,256-91.3% |
| Participation rate | 92.3% | 75.4%+16.9pp | 69.6%+22.7pp | 80.0%+12.3pp |
| Annual return | 22.95% | 605.68%-582.7pp | 439.23%-416.3pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,374 | $4,350-68.4% | $3,475-60.5% | $4,156-66.9% |
| Participant deferral / active EE | $1,759 | $4,655-62.2% | $3,999-56.0% | $6,407-72.5% |
| Admin fee / account holder | $189 | $6,348-97.0% | $5,696-96.7% | $12,270-98.5% |