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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 | $21,768 | $96,678-77.5% | $86,640-74.9% | $139,466-84.4% |
| Participation rate | 78.3% | 74.4%+3.8pp | 71.7%+6.6pp | 80.3%-2.1pp |
| Annual return | 21.94% | 106.69%-84.7pp | 592.52%-570.6pp | 373.66%-351.7pp |
| Employer contribution / active EE | $2,097 | $3,265-35.8% | $3,024-30.7% | $4,754-55.9% |
| Participant deferral / active EE | $3,831 | $4,837-20.8% | $4,438-13.7% | $6,712-42.9% |
| Admin fee / account holder | $117 | $6,410-98.2% | $5,616-97.9% | $11,409-99.0% |