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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 | $19,719 | $102,595-80.8% | $94,057-79.0% | $154,746-87.3% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 80.7%-3.8pp |
| Annual return | 22.66% | 583.42%-560.8pp | 480.62%-458.0pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,440 | $3,147-22.5% | $2,933-16.8% | $4,379-44.3% |
| Participant deferral / active EE | $2,639 | $5,118-48.4% | $4,709-44.0% | $6,730-60.8% |
| Admin fee / account holder | $79 | $7,736-99.0% | $7,244-98.9% | $14,365-99.5% |