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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 | $27,643 | $159,978-82.7% | $147,041-81.2% | $145,978-81.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.62% | 98.36%-80.7pp | 419.21%-401.6pp | 550.52%-532.9pp |
| Employer contribution / active EE | $1,773 | $5,288-66.5% | $4,935-64.1% | $4,662-62.0% |
| Participant deferral / active EE | $4,031 | $8,429-52.2% | $8,071-50.1% | $6,690-39.7% |
| Admin fee / account holder | $207 | $15,053-98.6% | $13,006-98.4% | $13,400-98.5% |