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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 | $11,564 | $109,967-89.5% | $97,197-88.1% | $145,877-92.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.60% | 244.27%-227.7pp | 75.47%-58.9pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,740 | $3,077-43.4% | $2,723-36.1% | $4,663-62.7% |
| Participant deferral / active EE | $3,341 | $4,676-28.6% | $4,263-21.6% | $6,691-50.1% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |