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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 | $29,415 | $89,370-67.1% | $141,197-79.2% | $72,976-59.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.32% | 111.88%-89.6pp | 71.41%-49.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $5,614 | $3,115+80.2% | $4,736+18.5% | $2,440+130.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $232 | $5,957-96.1% | $10,265-97.7% | $5,124-95.5% |