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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 | $16,244 | $108,701-85.1% | $74,723-78.3% | $152,909-89.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 18.66% | 114.12%-95.5pp | 753.18%-734.5pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,333 | $1,504-11.4% | $1,084+23.0% | $4,764-72.0% |
| Participant deferral / active EE | $1,617 | $2,709-40.3% | $1,962-17.6% | $5,851-72.4% |
| Admin fee / account holder | $12 | $4,906-99.8% | $3,335-99.7% | $11,601-99.9% |