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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 | $28,662 | $129,737-77.9% | $119,126-75.9% | $154,746-81.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.41% | 379.08%-366.7pp | 282.11%-269.7pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,516 | $4,375-65.3% | $4,034-62.4% | $4,379-65.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7 | $11,961-99.9% | $10,693-99.9% | $14,365-100.0% |