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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 | $18,936 | $110,629-82.9% | $80,784-76.6% | $167,553-88.7% |
| Participation rate | 81.3% | 64.0%+17.3pp | 54.2%+27.1pp | 82.1%-0.9pp |
| Annual return | 23.76% | 120.58%-96.8pp | 87.31%-63.6pp | 478.89%-455.1pp |
| Employer contribution / active EE | $339 | $1,543-78.0% | $1,160-70.8% | $4,840-93.0% |
| Participant deferral / active EE | $1,271 | $2,871-55.7% | $2,145-40.7% | $6,343-80.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |