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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 | $26,801 | $70,121-61.8% | $63,803-58.0% | $138,895-80.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 17.77% | 946.48%-928.7pp | 543.72%-526.0pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,584 | $2,882-45.1% | $2,532-37.5% | $4,194-62.2% |
| Participant deferral / active EE | $5,996 | $4,535+32.2% | $3,843+56.0% | $6,396-6.3% |
| Admin fee / account holder | $120 | $6,738-98.2% | $5,196-97.7% | $12,562-99.0% |