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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 | $26,761 | $104,577-74.4% | $76,667-65.1% | $152,909-82.5% |
| Participation rate | 75.0% | 76.6%-1.6pp | 72.1%+2.9pp | 82.5%-7.5pp |
| Annual return | 23.19% | 1014.36%-991.2pp | 1166.74%-1143.5pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,441 | $3,119-53.8% | $2,303-37.4% | $4,764-69.8% |
| Participant deferral / active EE | $946 | $4,237-77.7% | $3,336-71.6% | $5,851-83.8% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |