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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 | $17,547 | $84,741-79.3% | $75,731-76.8% | $167,553-89.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 60.61% | 199.72%-139.1pp | 104.65%-44.0pp | 478.89%-418.3pp |
| Employer contribution / active EE | $1,952 | $3,230-39.6% | $2,743-28.8% | $4,840-59.7% |
| Participant deferral / active EE | $1,541 | $4,577-66.3% | $3,820-59.7% | $6,343-75.7% |
| Admin fee / account holder | $66 | $5,361-98.8% | $3,620-98.2% | $12,316-99.5% |