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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 | $13,661 | $96,678-85.9% | $86,640-84.2% | $139,466-90.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 25.62% | 106.69%-81.1pp | 592.52%-566.9pp | 373.66%-348.0pp |
| Employer contribution / active EE | $1,498 | $3,265-54.1% | $3,024-50.5% | $4,754-68.5% |
| Participant deferral / active EE | $3,020 | $4,837-37.6% | $4,438-32.0% | $6,712-55.0% |
| Admin fee / account holder | $59 | $6,410-99.1% | $5,616-98.9% | $11,409-99.5% |