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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 | $22,819 | $63,346-64.0% | $92,240-75.3% | $70,126-67.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.40% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,699 | $2,471-31.3% | $3,680-53.8% | $2,343-27.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $118 | $3,841-96.9% | $5,194-97.7% | $4,645-97.5% |