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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 | $19,066 | $96,388-80.2% | $80,627-76.4% | $139,466-86.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 25.63% | 1352.08%-1326.4pp | 936.76%-911.1pp | 373.66%-348.0pp |
| Employer contribution / active EE | $1,748 | $3,260-46.4% | $2,723-35.8% | $4,754-63.2% |
| Participant deferral / active EE | $4,962 | $5,224-5.0% | $4,443+11.7% | $6,712-26.1% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |