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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 | $18,637 | $96,643-80.7% | $86,617-78.5% | $139,456-86.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.21% | 106.57%-91.4pp | 591.91%-576.7pp | 373.45%-358.2pp |
| Employer contribution / active EE | $1,553 | $3,264-52.4% | $3,023-48.7% | $4,753-67.3% |
| Participant deferral / active EE | $1,682 | $4,835-65.2% | $4,437-62.1% | $6,711-74.9% |
| Admin fee / account holder | $171 | $6,406-97.3% | $5,613-97.0% | $11,407-98.5% |