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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 | $14,090 | $111,535-87.4% | $105,223-86.6% | $137,256-89.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 25.23% | 237.85%-212.6pp | 180.65%-155.4pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,921 | $3,939-51.2% | $3,689-47.9% | $4,156-53.8% |
| Participant deferral / active EE | $3,650 | $5,500-33.6% | $5,072-28.0% | $6,407-43.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |