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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 | $39,534 | $109,872-64.0% | $98,483-59.9% | $167,536-76.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.87% | 1959.31%-1940.4pp | 1494.38%-1475.5pp | 478.82%-460.0pp |
| Employer contribution / active EE | $953 | $3,225-70.4% | $2,961-67.8% | $4,839-80.3% |
| Participant deferral / active EE | $958 | $4,673-79.5% | $4,276-77.6% | $6,342-84.9% |
| Admin fee / account holder | $81 | $6,757-98.8% | $5,953-98.6% | $12,315-99.3% |