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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 | $42,728 | $106,003-59.7% | $92,236-53.7% | $147,585-71.0% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 19.79% | 50.05%-30.3pp | 176.29%-156.5pp | 578.57%-558.8pp |
| Employer contribution / active EE | $1,466 | $4,333-66.2% | $3,679-60.1% | $4,876-69.9% |
| Participant deferral / active EE | $3,927 | $4,478-12.3% | $3,897+0.8% | $5,439-27.8% |
| Admin fee / account holder | $26 | $6,333-99.6% | $5,194-99.5% | $10,885-99.8% |