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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 | $7,129 | $96,691-92.6% | $86,656-91.8% | $139,487-94.9% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 20.39% | 106.87%-86.5pp | 593.09%-572.7pp | 373.84%-353.5pp |
| Employer contribution / active EE | $533 | $3,267-83.7% | $3,025-82.4% | $4,755-88.8% |
| Participant deferral / active EE | $1,018 | $4,838-79.0% | $4,439-77.1% | $6,713-84.8% |
| Admin fee / account holder | $26 | $6,414-99.6% | $5,619-99.5% | $11,407-99.8% |