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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 | $10,390 | $109,872-90.5% | $98,483-89.4% | $167,536-93.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.02% | 1959.31%-1945.3pp | 1494.38%-1480.4pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,823 | $3,225-43.5% | $2,961-38.4% | $4,839-62.3% |
| Participant deferral / active EE | $3,797 | $4,673-18.7% | $4,276-11.2% | $6,342-40.1% |
| Admin fee / account holder | $154 | $6,757-97.7% | $5,953-97.4% | $12,315-98.8% |