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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 | $28,027 | $102,393-72.6% | $147,041-80.9% | $80,911-65.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.27% | 134.95%-119.7pp | 419.21%-403.9pp | 35.63%-20.4pp |
| Employer contribution / active EE | $4,712 | $3,715+26.8% | $4,935-4.5% | $2,756+71.0% |
| Participant deferral / active EE | $5,388 | $6,647-18.9% | $8,071-33.2% | $4,297+25.4% |
| Admin fee / account holder | $81 | $7,943-99.0% | $13,006-99.4% | $6,935-98.8% |