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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 | $19,486 | $110,551-82.4% | $80,741-75.9% | $167,536-88.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 17.57% | 120.57%-103.0pp | 87.30%-69.7pp | 478.82%-461.2pp |
| Employer contribution / active EE | $4,446 | $1,543+188.2% | $1,160+283.2% | $4,839-8.1% |
| Participant deferral / active EE | $4,053 | $2,870+41.2% | $2,145+88.9% | $6,342-36.1% |
| Admin fee / account holder | $276 | $4,547-93.9% | $3,380-91.8% | $12,315-97.8% |