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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 | $21,446 | $111,785-80.8% | $93,669-77.1% | $145,877-85.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.61% | 203.79%-184.2pp | 133.59%-114.0pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,481 | $3,096-52.2% | $2,424-38.9% | $4,663-68.2% |
| Participant deferral / active EE | $10,727 | $4,919+118.1% | $4,416+142.9% | $6,691+60.3% |
| Admin fee / account holder | $38 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |