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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 | $17,895 | $106,008-83.1% | $92,240-80.6% | $147,586-87.9% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 23.58% | 50.05%-26.5pp | 176.29%-152.7pp | 578.59%-555.0pp |
| Employer contribution / active EE | $1,554 | $4,333-64.1% | $3,680-57.8% | $4,876-68.1% |
| Participant deferral / active EE | $3,814 | $4,478-14.8% | $3,897-2.1% | $5,439-29.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |