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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 | $72,560 | $100,139-27.5% | $85,187-14.8% | $145,884-50.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 374.42% | 84.15%+290.3pp | 66.67%+307.8pp | 551.85%-177.4pp |
| Employer contribution / active EE | $541 | $3,238-83.3% | $2,732-80.2% | $4,662-88.4% |
| Participant deferral / active EE | $12,057 | $5,296+127.7% | $4,525+166.5% | $6,690+80.2% |
| Admin fee / account holder | $296 | $7,262-95.9% | $6,162-95.2% | $13,392-97.8% |