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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 | $11,321 | $96,678-88.3% | $86,640-86.9% | $139,466-91.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.73% | 106.69%-88.0pp | 592.52%-573.8pp | 373.66%-354.9pp |
| Employer contribution / active EE | $560 | $3,265-82.8% | $3,024-81.5% | $4,754-88.2% |
| Participant deferral / active EE | $1,401 | $4,837-71.0% | $4,438-68.4% | $6,712-79.1% |
| Admin fee / account holder | $34 | $6,410-99.5% | $5,616-99.4% | $11,409-99.7% |