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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 | $26,870 | $111,785-76.0% | $93,669-71.3% | $145,877-81.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.12% | 203.79%-184.7pp | 133.59%-114.5pp | 551.28%-532.2pp |
| Employer contribution / active EE | $3,921 | $3,096+26.6% | $2,424+61.8% | $4,663-15.9% |
| Participant deferral / active EE | $13,057 | $4,919+165.5% | $4,416+195.7% | $6,691+95.1% |
| Admin fee / account holder | $134 | $10,256-98.7% | $8,291-98.4% | $13,402-99.0% |