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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 | $107,341-84.2% | $92,897-81.8% | $152,870-88.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.76% | 145.59%-124.8pp | 109.42%-88.7pp | 345.34%-324.6pp |
| Employer contribution / active EE | $3,077 | $4,221-27.1% | $3,653-15.8% | $4,763-35.4% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $280 | $7,080-96.0% | $5,794-95.2% | $11,597-97.6% |