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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 | $29,792 | $93,346-68.1% | $71,796-58.5% | $273,972-89.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.90% | 130.39%-123.5pp | 78.04%-71.1pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,050 | $3,475-69.8% | $2,794-62.4% | $5,287-80.1% |
| Admin fee / account holder | $8 | $6,571-99.9% | $4,815-99.8% | $10,133-99.9% |