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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 | $28,232 | $157,270-82.0% | $141,173-80.0% | $152,870-81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.34%-345.3pp |
| Employer contribution / active EE | $1,200 | $5,261-77.2% | $4,735-74.7% | $4,763-74.8% |
| Participant deferral / active EE | $25,000 | $7,110+251.6% | $6,710+272.6% | $5,850+327.3% |
| Admin fee / account holder | $32 | $12,121-99.7% | $10,262-99.7% | $11,597-99.7% |