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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 | $23,009 | $107,363-78.6% | $92,909-75.2% | $152,897-85.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.05% | 145.63%-130.6pp | 109.44%-94.4pp | 345.43%-330.4pp |
| Employer contribution / active EE | $3,125 | $4,222-26.0% | $3,653-14.5% | $4,764-34.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |