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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 | $19,720 | $63,346-68.9% | $92,240-78.6% | $70,126-71.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 25.64% | 530.19%-504.5pp | 176.29%-150.7pp | 73.15%-47.5pp |
| Employer contribution / active EE | $698 | $2,471-71.8% | $3,680-81.0% | $2,343-70.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $155 | $3,841-96.0% | $5,194-97.0% | $4,645-96.7% |