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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 | $23,720 | $106,003-77.6% | $92,236-74.3% | $147,585-83.9% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 16.94% | 50.05%-33.1pp | 176.29%-159.3pp | 578.57%-561.6pp |
| Employer contribution / active EE | $2,667 | $4,333-38.5% | $3,679-27.5% | $4,876-45.3% |
| Participant deferral / active EE | $4,852 | $4,478+8.3% | $3,897+24.5% | $5,439-10.8% |
| Admin fee / account holder | $134 | $6,333-97.9% | $5,194-97.4% | $10,885-98.8% |