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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 | $16,953 | $107,368-84.2% | $92,915-81.8% | $152,909-88.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.76% | 145.64%-124.9pp | 109.45%-88.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $3,077 | $4,222-27.1% | $3,653-15.8% | $4,764-35.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $280 | $7,082-96.0% | $5,796-95.2% | $11,601-97.6% |