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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 | $10,038 | $29,733-66.2% | $56,025-82.1% | $80,959-87.6% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 14.44% | 35.28%-20.8pp | 1712.69%-1698.2pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,970 | $672+342.1% | $1,042+185.2% | $2,757+7.7% |
| Participant deferral / active EE | $1,993 | $1,229+62.1% | $1,955+1.9% | $4,300-53.7% |
| Admin fee / account holder | $145 | $2,434-94.0% | $2,828-94.9% | $6,925-97.9% |