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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 | $78,395 | $106,008-26.0% | $92,240-15.0% | $147,586-46.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.26% | 50.05%-34.8pp | 176.29%-161.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,125 | $4,333-74.0% | $3,680-69.4% | $4,876-76.9% |
| Participant deferral / active EE | $5,154 | $4,478+15.1% | $3,897+32.3% | $5,439-5.2% |
| Admin fee / account holder | $20 | $6,333-99.7% | $5,194-99.6% | $10,886-99.8% |