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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 | $16,810 | $101,828-83.5% | - | $158,950-89.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 79.83% | 35.92%+43.9pp | - | 302.91%-223.1pp |
| Employer contribution / active EE | $2,721 | $3,754-27.5% | - | $4,762-42.9% |
| Participant deferral / active EE | $4,329 | $4,834-10.4% | - | $5,983-27.6% |
| Admin fee / account holder | $0 | $2,885-100.0% | - | $11,248-100.0% |