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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 | $25,934 | $110,629-76.6% | $80,784-67.9% | $167,553-84.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 19.60% | 120.58%-101.0pp | 87.31%-67.7pp | 478.89%-459.3pp |
| Employer contribution / active EE | $1,472 | $1,543-4.6% | $1,160+26.8% | $4,840-69.6% |
| Participant deferral / active EE | $8,590 | $2,871+199.2% | $2,145+300.4% | $6,343+35.4% |
| Admin fee / account holder | $116 | $4,547-97.5% | $3,380-96.6% | $12,316-99.1% |