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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 | $33,039 | $106,005-68.8% | $92,239-64.2% | $147,585-77.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 17.21% | 50.05%-32.8pp | 176.29%-159.1pp | 578.58%-561.4pp |
| Employer contribution / active EE | $1,875 | $4,333-56.7% | $3,680-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $3,364 | $4,478-24.9% | $3,897-13.7% | $5,439-38.1% |
| Admin fee / account holder | $126 | $6,333-98.0% | $5,194-97.6% | $10,886-98.8% |