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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 | $24,977 | $136,179-81.7% | $98,755-74.7% | $167,518-85.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 27.46% | 67.53%-40.1pp | 49.91%-22.5pp | 478.71%-451.3pp |
| Employer contribution / active EE | $6,768 | $2,631+157.2% | $2,067+227.4% | $4,838+39.9% |
| Participant deferral / active EE | $3,163 | $3,716-14.9% | $3,035+4.2% | $6,342-50.1% |
| Admin fee / account holder | $57 | $5,031-98.9% | $4,076-98.6% | $12,312-99.5% |