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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 | $59,945 | $84,713-29.2% | $75,717-20.8% | $167,518-64.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.17% | 199.49%-184.3pp | 104.58%-89.4pp | 478.71%-463.5pp |
| Employer contribution / active EE | $1,194 | $3,229-63.0% | $2,743-56.5% | $4,838-75.3% |
| Participant deferral / active EE | $2,397 | $4,578-47.6% | $3,821-37.3% | $6,342-62.2% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |