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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 | $27,375 | $150,412-81.8% | $120,574-77.3% | $145,884-81.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.66% | 154.50%-145.8pp | 107.42%-98.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,752 | $4,355-59.8% | $3,471-49.5% | $4,662-62.4% |
| Participant deferral / active EE | $3,910 | $6,175-36.7% | $4,996-21.7% | $6,690-41.6% |
| Admin fee / account holder | $20 | $12,224-99.8% | $9,445-99.8% | $13,392-99.9% |