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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 | $26,524 | $156,970-83.1% | $121,210-78.1% | $139,487-81.0% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 14.59% | 1477.10%-1462.5pp | 987.41%-972.8pp | 373.84%-359.2pp |
| Employer contribution / active EE | $1,094 | $5,546-80.3% | $4,171-73.8% | $4,755-77.0% |
| Participant deferral / active EE | $1,845 | $4,849-61.9% | $4,084-54.8% | $6,713-72.5% |
| Admin fee / account holder | $147 | $6,947-97.9% | $5,647-97.4% | $11,407-98.7% |