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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 | $10,720 | $67,823-84.2% | $52,425-79.6% | $137,256-92.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 25.07% | 219.11%-194.0pp | 302.12%-277.1pp | 220.34%-195.3pp |
| Employer contribution / active EE | $772 | $1,163-33.6% | $914-15.6% | $4,156-81.4% |
| Participant deferral / active EE | $2,100 | $2,288-8.2% | $1,790+17.3% | $6,407-67.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |