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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 | $13,226 | $99,995-86.8% | $85,063-84.5% | $145,978-90.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.65% | 83.99%-67.3pp | 66.54%-49.9pp | 550.52%-533.9pp |
| Employer contribution / active EE | $1,848 | $3,231-42.8% | $2,727-32.2% | $4,662-60.4% |
| Participant deferral / active EE | $2,710 | $5,295-48.8% | $4,523-40.1% | $6,690-59.5% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |