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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 | $110,093-89.5% | $97,295-88.1% | $145,897-92.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.60% | 244.76%-228.2pp | 75.62%-59.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,740 | $3,077-43.4% | $2,723-36.1% | $4,663-62.7% |
| Participant deferral / active EE | $3,341 | $4,678-28.6% | $4,264-21.6% | $6,689-50.1% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |