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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 | $26,115 | $110,039-76.3% | $97,260-73.1% | $145,884-82.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.14% | 244.44%-229.3pp | 75.54%-60.4pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,779 | $3,074-42.1% | $2,721-34.6% | $4,662-61.8% |
| Participant deferral / active EE | $5,616 | $4,674+20.1% | $4,262+31.8% | $6,690-16.1% |
| Admin fee / account holder | $103 | $6,204-98.3% | $5,640-98.2% | $13,392-99.2% |