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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 | $40,550 | $99,079-59.1% | $78,002-48.0% | $273,972-85.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.26% | 217.93%-212.7pp | 425.99%-420.7pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,053 | $3,308-68.2% | $2,470-57.4% | $4,869-78.4% |
| Participant deferral / active EE | $2,054 | $4,306-52.3% | $3,497-41.3% | $5,287-61.2% |
| Admin fee / account holder | $17 | $8,954-99.8% | $5,481-99.7% | $10,133-99.8% |