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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 | $16,922 | $107,353-84.2% | $92,903-81.8% | $152,885-88.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.82% | 145.62%-125.8pp | 109.43%-89.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $821 | $4,222-80.5% | $3,653-77.5% | $4,763-82.8% |
| Participant deferral / active EE | $1,788 | $4,848-63.1% | $4,238-57.8% | $5,851-69.4% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |