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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 | $19,994 | $105,158-81.0% | $94,672-78.9% | $139,487-85.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.74% | 38.11%-16.4pp | 156.89%-135.1pp | 373.84%-352.1pp |
| Employer contribution / active EE | $3,191 | $4,107-22.3% | $3,673-13.1% | $4,755-32.9% |
| Participant deferral / active EE | $4,253 | $7,599-44.0% | $7,417-42.7% | $6,713-36.6% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |