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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 | $16,318 | $118,877-86.3% | $96,570-83.1% | $167,536-90.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.97% | 50.50%-32.5pp | 37.79%-19.8pp | 478.82%-460.8pp |
| Employer contribution / active EE | $1,567 | $3,121-49.8% | $2,357-33.5% | $4,839-67.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $144 | $8,069-98.2% | $6,182-97.7% | $12,315-98.8% |