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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 | $27,826 | $125,190-77.8% | $105,624-73.7% | $145,897-80.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.07% | 225.22%-212.1pp | 116.20%-103.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,675 | $3,720-1.2% | $3,168+16.0% | $4,663-21.2% |
| Participant deferral / active EE | $8,653 | $5,716+51.4% | $5,013+72.6% | $6,689+29.4% |
| Admin fee / account holder | $25 | $17,138-99.9% | $10,961-99.8% | $13,390-99.8% |