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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 | $17,574 | $102,595-82.9% | $94,057-81.3% | $154,746-88.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.62% | 583.42%-561.8pp | 480.62%-459.0pp | 172.34%-150.7pp |
| Employer contribution / active EE | $679 | $3,147-78.4% | $2,933-76.9% | $4,379-84.5% |
| Participant deferral / active EE | $2,754 | $5,118-46.2% | $4,709-41.5% | $6,730-59.1% |
| Admin fee / account holder | $1 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |