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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 | $21,817 | $100,073-78.2% | $85,126-74.4% | $145,877-85.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.93% | 84.11%-70.2pp | 66.63%-52.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,479 | $3,236-23.4% | $2,731-9.2% | $4,663-46.8% |
| Participant deferral / active EE | $4,958 | $5,294-6.3% | $4,523+9.6% | $6,691-25.9% |
| Admin fee / account holder | $115 | $7,261-98.4% | $6,160-98.1% | $13,402-99.1% |