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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 | $43,616 | $96,643-54.9% | $86,617-49.6% | $139,456-68.7% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 16.75% | 106.57%-89.8pp | 591.91%-575.2pp | 373.45%-356.7pp |
| Employer contribution / active EE | $1,651 | $3,264-49.4% | $3,023-45.4% | $4,753-65.3% |
| Participant deferral / active EE | $4,956 | $4,835+2.5% | $4,437+11.7% | $6,711-26.2% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |