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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 | $21,593 | $114,093-81.1% | $96,171-77.5% | $167,536-87.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.68% | 190.00%-172.3pp | 192.04%-174.4pp | 478.82%-461.1pp |
| Employer contribution / active EE | $1,071 | $3,429-68.8% | $2,799-61.7% | $4,839-77.9% |
| Participant deferral / active EE | $3,594 | $5,197-30.8% | $4,350-17.4% | $6,342-43.3% |
| Admin fee / account holder | $12 | $6,899-99.8% | $5,538-99.8% | $12,315-99.9% |