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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 | $45,493 | $107,363-57.6% | $92,909-51.0% | $152,897-70.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.63% | 145.63%-118.0pp | 109.44%-81.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $1,042 | $4,222-75.3% | $3,653-71.5% | $4,764-78.1% |
| Participant deferral / active EE | $12,954 | $4,848+167.2% | $4,238+205.7% | $5,851+121.4% |
| Admin fee / account holder | $15 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |