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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 | $22,858 | $110,039-79.2% | $97,260-76.5% | $145,884-84.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.26% | 244.44%-234.2pp | 75.54%-65.3pp | 551.85%-541.6pp |
| Employer contribution / active EE | $960 | $3,074-68.8% | $2,721-64.7% | $4,662-79.4% |
| Participant deferral / active EE | $6,000 | $4,674+28.4% | $4,262+40.8% | $6,690-10.3% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |