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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 | $17,848 | $100,139-82.2% | $85,187-79.0% | $145,884-87.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.10% | 84.15%-65.1pp | 66.67%-47.6pp | 551.85%-532.8pp |
| Employer contribution / active EE | $1,418 | $3,238-56.2% | $2,732-48.1% | $4,662-69.6% |
| Participant deferral / active EE | $3,798 | $5,296-28.3% | $4,525-16.1% | $6,690-43.2% |
| Admin fee / account holder | $125 | $7,262-98.3% | $6,162-98.0% | $13,392-99.1% |