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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 | $17,719 | $160,028-88.9% | $147,080-88.0% | $145,884-87.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.05% | 98.60%-81.5pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,887 | $5,286-64.3% | $4,933-61.7% | $4,662-59.5% |
| Participant deferral / active EE | $3,446 | $8,422-59.1% | $8,066-57.3% | $6,690-48.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |