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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 | $44,125 | $166,268-73.5% | $165,100-73.3% | $145,897-69.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.73% | 100.52%-88.8pp | 70.21%-58.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,308 | $5,284-75.3% | $4,348-69.9% | $4,663-72.0% |
| Participant deferral / active EE | $3,198 | $6,964-54.1% | $6,035-47.0% | $6,689-52.2% |
| Admin fee / account holder | $10 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |