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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 | $24,348 | $27,936-12.8% | $58,561-58.4% | $75,173-67.6% |
| Participation rate | 96.0% | 38.8%+57.2pp | 50.9%+45.1pp | 67.2%+28.8pp |
| Annual return | 19.19% | 44.21%-25.0pp | 4251.33%-4232.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $3,429 | $670+412.1% | $1,053+225.5% | $2,671+28.4% |
| Participant deferral / active EE | $3,630 | $1,202+202.1% | $1,923+88.8% | $4,126-12.0% |
| Admin fee / account holder | $122 | $1,727-92.9% | $2,520-95.1% | $5,651-97.8% |