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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 | $23,417 | $176,688-86.7% | $130,660-82.1% | $152,897-84.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.5%+5.0pp |
| Annual return | 11.33% | 2693.08%-2681.8pp | 1709.29%-1698.0pp | 345.43%-334.1pp |
| Employer contribution / active EE | $988 | $5,743-82.8% | $4,092-75.9% | $4,764-79.3% |
| Participant deferral / active EE | $3,114 | $4,362-28.6% | $3,603-13.6% | $5,851-46.8% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |