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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 | $103,038-85.9% | $90,324-84.0% | $152,909-90.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.41% | 95.25%-67.8pp | 78.15%-50.7pp | 345.46%-318.1pp |
| Employer contribution / active EE | $2,102 | $3,141-33.1% | $2,856-26.4% | $4,764-55.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $71 | $6,177-98.9% | $5,356-98.7% | $11,601-99.4% |