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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 | $57,154 | $96,678-40.9% | $86,640-34.0% | $139,466-59.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.74% | 106.69%-83.9pp | 592.52%-569.8pp | 373.66%-350.9pp |
| Employer contribution / active EE | $1,173 | $3,265-64.1% | $3,024-61.2% | $4,754-75.3% |
| Participant deferral / active EE | $11,250 | $4,837+132.6% | $4,438+153.5% | $6,712+67.6% |
| Admin fee / account holder | $199 | $6,410-96.9% | $5,616-96.5% | $11,409-98.3% |