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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 | $20,303 | $106,005-80.8% | $92,239-78.0% | $147,585-86.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.24% | 50.05%-31.8pp | 176.29%-158.1pp | 578.58%-560.3pp |
| Employer contribution / active EE | $2,767 | $4,333-36.2% | $3,680-24.8% | $4,876-43.3% |
| Participant deferral / active EE | $7,773 | $4,478+73.6% | $3,897+99.5% | $5,439+42.9% |
| Admin fee / account holder | $24 | $6,333-99.6% | $5,194-99.5% | $10,886-99.8% |