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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 | $134,217 | $78,694+70.6% | $67,652+98.4% | $125,389+7.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.43% | 9.46%-8.0pp | 6625.40%-6624.0pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,757 | $3,044-42.3% | $2,266-22.4% | $4,866-63.9% |
| Participant deferral / active EE | $11,136 | $4,292+159.5% | $3,560+212.8% | $5,352+108.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |