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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 | $27,758 | $148,582-81.3% | $135,942-79.6% | $139,456-80.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.74% | 79.26%-55.5pp | 68.28%-44.5pp | 373.45%-349.7pp |
| Employer contribution / active EE | $1,552 | $5,245-70.4% | $4,858-68.1% | $4,753-67.4% |
| Participant deferral / active EE | $4,744 | $8,101-41.4% | $7,759-38.9% | $6,711-29.3% |
| Admin fee / account holder | $135 | $12,402-98.9% | $10,764-98.7% | $11,407-98.8% |