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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 | $33,685 | $106,008-68.2% | $92,240-63.5% | $147,586-77.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.91% | 50.05%-33.1pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,724 | $4,333-60.2% | $3,680-53.2% | $4,876-64.7% |
| Participant deferral / active EE | $2,098 | $4,478-53.1% | $3,897-46.2% | $5,439-61.4% |
| Admin fee / account holder | $239 | $6,333-96.2% | $5,194-95.4% | $10,886-97.8% |