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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 | $10,456 | $110,093-90.5% | $97,295-89.3% | $145,897-92.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.07% | 244.76%-229.7pp | 75.62%-60.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,443 | $3,077-53.1% | $2,723-47.0% | $4,663-69.0% |
| Participant deferral / active EE | $2,842 | $4,678-39.3% | $4,264-33.3% | $6,689-57.5% |
| Admin fee / account holder | $39 | $6,212-99.4% | $5,646-99.3% | $13,390-99.7% |