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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 | $13,845 | $104,953-86.8% | $84,637-83.6% | $152,909-90.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 30.98% | 373.94%-343.0pp | 258.82%-227.8pp | 345.46%-314.5pp |
| Employer contribution / active EE | $832 | $3,304-74.8% | $2,653-68.6% | $4,764-82.5% |
| Participant deferral / active EE | $1,040 | $4,691-77.8% | $3,900-73.3% | $5,851-82.2% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |