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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 | $13,360 | $149,040-91.0% | $120,225-88.9% | $137,256-90.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 28.56% | 605.68%-577.1pp | 439.23%-410.7pp | 220.34%-191.8pp |
| Employer contribution / active EE | $944 | $4,350-78.3% | $3,475-72.8% | $4,156-77.3% |
| Participant deferral / active EE | $3,771 | $4,655-19.0% | $3,999-5.7% | $6,407-41.1% |
| Admin fee / account holder | $40 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |