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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 | $34,298 | $99,995-65.7% | $85,063-59.7% | $145,978-76.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 83.99%-72.2pp | 66.54%-54.8pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,242 | $3,231-61.6% | $2,727-54.5% | $4,662-73.4% |
| Participant deferral / active EE | $4,136 | $5,295-21.9% | $4,523-8.5% | $6,690-38.2% |
| Admin fee / account holder | $252 | $7,255-96.5% | $6,155-95.9% | $13,400-98.1% |