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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 | $12,648 | $90,691-86.1% | $76,119-83.4% | $145,884-91.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.41% | 624.52%-603.1pp | 361.25%-339.8pp | 551.85%-530.4pp |
| Employer contribution / active EE | $1,388 | $3,329-58.3% | $2,693-48.4% | $4,662-70.2% |
| Participant deferral / active EE | $3,510 | $5,167-32.1% | $4,259-17.6% | $6,690-47.5% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |