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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 | $21,039 | $227,566-90.8% | $189,558-88.9% | $167,518-87.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 11.21% | 78.43%-67.2pp | 64.19%-53.0pp | 478.71%-467.5pp |
| Employer contribution / active EE | $1,026 | $5,316-80.7% | $4,412-76.7% | $4,838-78.8% |
| Participant deferral / active EE | $2,888 | $7,002-58.8% | $6,174-53.2% | $6,342-54.5% |
| Admin fee / account holder | $109 | $11,881-99.1% | $9,809-98.9% | $12,312-99.1% |