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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% | $155,567-86.2% | $145,959-85.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.98% | 61.24%-38.3pp | 64.74%-41.8pp | 561.95%-539.0pp |
| Employer contribution / active EE | $4,942 | $5,315-7.0% | $4,674+5.7% | $4,661+6.0% |
| Participant deferral / active EE | $3,468 | $6,464-46.4% | $5,628-38.4% | $6,689-48.2% |
| Admin fee / account holder | $19 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |