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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 | $76,039 | $103,000-26.2% | $90,300-15.8% | $152,885-50.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.63% | 95.19%-73.6pp | 78.11%-56.5pp | 345.39%-323.8pp |
| Employer contribution / active EE | $325 | $3,138-89.7% | $2,854-88.6% | $4,763-93.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |