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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 | $13,953 | $67,823-79.4% | $52,425-73.4% | $137,256-89.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 23.63% | 219.11%-195.5pp | 302.12%-278.5pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,371 | $1,163+17.9% | $914+50.0% | $4,156-67.0% |
| Participant deferral / active EE | $1,994 | $2,288-12.9% | $1,790+11.4% | $6,407-68.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |