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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 | $14,480 | $103,000-85.9% | $90,300-84.0% | $152,885-90.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.41% | 95.19%-67.8pp | 78.11%-50.7pp | 345.39%-318.0pp |
| Employer contribution / active EE | $2,102 | $3,138-33.0% | $2,854-26.4% | $4,763-55.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $71 | $6,173-98.9% | $5,353-98.7% | $11,598-99.4% |