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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 | $17,733 | $106,008-83.3% | $92,240-80.8% | $147,586-88.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.90% | 50.05%-38.1pp | 176.29%-164.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $2,778 | $4,333-35.9% | $3,680-24.5% | $4,876-43.0% |
| Participant deferral / active EE | $5,054 | $4,478+12.8% | $3,897+29.7% | $5,439-7.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |