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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 | $29,168 | $106,008-72.5% | $92,240-68.4% | $147,586-80.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.27% | 50.05%-36.8pp | 176.29%-163.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,424 | $4,333-67.1% | $3,680-61.3% | $4,876-70.8% |
| Participant deferral / active EE | $1,825 | $4,478-59.2% | $3,897-53.2% | $5,439-66.4% |
| Admin fee / account holder | $193 | $6,333-97.0% | $5,194-96.3% | $10,886-98.2% |