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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 | $71,988 | $84,551-14.9% | $61,452+17.1% | $134,532-46.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 12.42% | 585.39%-573.0pp | 338.96%-326.5pp | 418.27%-405.9pp |
| Employer contribution / active EE | $963 | $1,545-37.7% | $1,160-17.0% | $4,741-79.7% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $110 | $2,587-95.8% | $2,131-94.8% | $11,429-99.0% |