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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 | $61,863 | $99,995-38.1% | $85,063-27.3% | $145,978-57.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 83.99%-71.9pp | 66.54%-54.4pp | 550.52%-538.4pp |
| Employer contribution / active EE | $977 | $3,231-69.8% | $2,727-64.2% | $4,662-79.1% |
| Participant deferral / active EE | $20,000 | $5,295+277.7% | $4,523+342.2% | $6,690+199.0% |
| Admin fee / account holder | $255 | $7,255-96.5% | $6,155-95.9% | $13,400-98.1% |