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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 | $22,530 | $102,978-78.1% | $90,287-75.0% | $152,870-85.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.15% | 95.17%-72.0pp | 78.10%-55.0pp | 345.34%-322.2pp |
| Employer contribution / active EE | $1,516 | $3,139-51.7% | $2,855-46.9% | $4,763-68.2% |
| Participant deferral / active EE | $6,039 | $4,281+41.1% | $3,885+55.5% | $5,850+3.2% |
| Admin fee / account holder | $132 | $6,171-97.9% | $5,351-97.5% | $11,597-98.9% |