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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 | $24,182 | $100,203-75.9% | $85,240-71.6% | $145,897-83.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.54% | 84.28%-64.7pp | 66.75%-47.2pp | 552.29%-532.8pp |
| Employer contribution / active EE | $3,627 | $3,242+11.9% | $2,735+32.6% | $4,663-22.2% |
| Participant deferral / active EE | $5,088 | $5,299-4.0% | $4,527+12.4% | $6,689-23.9% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |