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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 | $111,830-80.8% | $93,696-77.1% | $145,884-85.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.61% | 204.08%-184.5pp | 133.74%-114.1pp | 551.85%-532.2pp |
| Employer contribution / active EE | $1,481 | $3,093-52.1% | $2,422-38.9% | $4,662-68.2% |
| Participant deferral / active EE | $10,727 | $4,920+118.0% | $4,417+142.9% | $6,690+60.4% |
| Admin fee / account holder | $38 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |