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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 | $14,712 | $108,942-86.5% | $100,415-85.3% | $145,897-89.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.66% | 58.27%-45.6pp | 49.47%-36.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,456 | $4,422-67.1% | $3,943-63.1% | $4,663-68.8% |
| Participant deferral / active EE | $3,293 | $8,461-61.1% | $8,091-59.3% | $6,689-50.8% |
| Admin fee / account holder | $104 | $9,702-98.9% | $7,906-98.7% | $13,390-99.2% |