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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 | $39,626 | $150,207-73.6% | $120,380-67.1% | $145,978-72.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.67% | 154.28%-134.6pp | 107.28%-87.6pp | 550.52%-530.8pp |
| Employer contribution / active EE | $1,587 | $4,351-63.5% | $3,465-54.2% | $4,662-66.0% |
| Participant deferral / active EE | $4,117 | $6,175-33.3% | $4,992-17.5% | $6,690-38.5% |
| Admin fee / account holder | $20 | $12,203-99.8% | $9,421-99.8% | $13,400-99.9% |