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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 | $27,337 | $183,539-85.1% | $155,556-82.4% | $145,897-81.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.08% | 61.31%-42.2pp | 64.84%-45.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $1,167 | $5,315-78.1% | $4,675-75.0% | $4,663-75.0% |
| Participant deferral / active EE | $7,970 | $6,467+23.2% | $5,631+41.5% | $6,689+19.1% |
| Admin fee / account holder | $249 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |