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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 | $7,388 | $100,203-92.6% | $85,240-91.3% | $145,897-94.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.19% | 84.28%-67.1pp | 66.75%-49.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,952 | $3,242-39.8% | $2,735-28.6% | $4,663-58.1% |
| Participant deferral / active EE | $2,327 | $5,299-56.1% | $4,527-48.6% | $6,689-65.2% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |