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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 | $14,018 | $110,801-87.3% | $86,868-83.9% | $167,518-91.6% |
| Participation rate | 82.6% | 75.8%+6.8pp | 71.6%+11.0pp | 82.1%+0.5pp |
| Annual return | 19.15% | 117.00%-97.9pp | 63.53%-44.4pp | 478.71%-459.6pp |
| Employer contribution / active EE | $1,739 | $3,245-46.4% | $2,496-30.3% | $4,838-64.1% |
| Participant deferral / active EE | $2,377 | $4,547-47.7% | $3,699-35.7% | $6,342-62.5% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,829-100.0% | $12,312-100.0% |