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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 | $40,427 | $106,008-61.9% | $92,240-56.2% | $147,586-72.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.71% | 50.05%-35.3pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,104 | $4,333-74.5% | $3,680-70.0% | $4,876-77.4% |
| Participant deferral / active EE | $2,303 | $4,478-48.6% | $3,897-40.9% | $5,439-57.7% |
| Admin fee / account holder | $17 | $6,333-99.7% | $5,194-99.7% | $10,886-99.8% |