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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 | $6,373 | $27,924-77.2% | $58,544-89.1% | $75,181-91.5% |
| Participation rate | 77.8% | 38.8%+38.9pp | 50.9%+26.9pp | 67.2%+10.6pp |
| Annual return | 36.21% | 44.20%-8.0pp | 4249.56%-4213.4pp | 160.69%-124.5pp |
| Employer contribution / active EE | $1,353 | $669+102.1% | $1,053+28.4% | $2,671-49.4% |
| Participant deferral / active EE | $2,338 | $1,202+94.6% | $1,923+21.6% | $4,126-43.3% |
| Admin fee / account holder | $216 | $1,726-87.5% | $2,520-91.4% | $5,650-96.2% |