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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 | $24,922 | $167,352-85.1% | $143,788-82.7% | $134,509-81.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 169.04% | 0.47%+168.6pp | -0.03%+169.1pp | 418.13%-249.1pp |
| Employer contribution / active EE | $8,048 | $5,620+43.2% | $4,952+62.5% | $4,741+69.8% |
| Participant deferral / active EE | $4,152 | $6,447-35.6% | $5,638-26.4% | $6,400-35.1% |
| Admin fee / account holder | $46 | $18,091-99.7% | $14,675-99.7% | $11,427-99.6% |