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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 | $21,981 | $100,139-78.0% | $85,187-74.2% | $145,884-84.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.65% | 84.15%-66.5pp | 66.67%-49.0pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,147 | $3,238-64.6% | $2,732-58.0% | $4,662-75.4% |
| Participant deferral / active EE | $1,709 | $5,296-67.7% | $4,525-62.2% | $6,690-74.5% |
| Admin fee / account holder | $197 | $7,262-97.3% | $6,162-96.8% | $13,392-98.5% |