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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 | $26,488 | $107,363-75.3% | $92,909-71.5% | $152,897-82.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 48.25% | 145.63%-97.4pp | 109.44%-61.2pp | 345.43%-297.2pp |
| Employer contribution / active EE | $2,783 | $4,222-34.1% | $3,653-23.8% | $4,764-41.6% |
| Participant deferral / active EE | $7,324 | $4,848+51.1% | $4,238+72.8% | $5,851+25.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |