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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 | $61,265 | $72,071-15.0% | $68,368-10.4% | $137,256-55.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.26% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $396 | $2,788-85.8% | $2,649-85.0% | $4,156-90.5% |
| Participant deferral / active EE | $755 | $4,410-82.9% | $4,123-81.7% | $6,407-88.2% |
| Admin fee / account holder | $107 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |