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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 | $55,970 | $109,863-49.1% | $98,477-43.2% | $167,518-66.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.78% | 1958.09%-1939.3pp | 1493.59%-1474.8pp | 478.71%-459.9pp |
| Employer contribution / active EE | $331 | $3,225-89.7% | $2,961-88.8% | $4,838-93.2% |
| Participant deferral / active EE | $4,969 | $4,673+6.3% | $4,276+16.2% | $6,342-21.7% |
| Admin fee / account holder | $265 | $6,755-96.1% | $5,951-95.6% | $12,312-97.9% |