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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 | $27,596 | $107,368-74.3% | $92,915-70.3% | $152,909-82.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 32.12% | 145.64%-113.5pp | 109.45%-77.3pp | 345.46%-313.3pp |
| Employer contribution / active EE | $1,809 | $4,222-57.2% | $3,653-50.5% | $4,764-62.0% |
| Participant deferral / active EE | $17,645 | $4,848+264.0% | $4,238+316.3% | $5,851+201.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |