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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 | $22,051 | $138,076-84.0% | $123,553-82.2% | $135,380-83.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.09% | 153.70%-150.6pp | 119.21%-116.1pp | 519.81%-516.7pp |
| Employer contribution / active EE | $2,182 | $5,152-57.7% | $4,628-52.9% | $4,779-54.3% |
| Participant deferral / active EE | $6,618 | $6,800-2.7% | $6,426+3.0% | $5,609+18.0% |
| Admin fee / account holder | $124 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |