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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 | $21,407 | $183,592-88.3% | $155,574-86.2% | $145,877-85.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.98% | 61.37%-38.4pp | 64.87%-41.9pp | 551.28%-528.3pp |
| Employer contribution / active EE | $4,942 | $5,317-7.0% | $4,676+5.7% | $4,663+6.0% |
| Participant deferral / active EE | $3,468 | $6,466-46.4% | $5,629-38.4% | $6,691-48.2% |
| Admin fee / account holder | $19 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |