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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 | $24,463 | $157,296-84.4% | $141,191-82.7% | $152,897-84.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.48% | 64.34%-32.9pp | 71.41%-39.9pp | 345.43%-313.9pp |
| Employer contribution / active EE | $1,678 | $5,262-68.1% | $4,736-64.6% | $4,764-64.8% |
| Participant deferral / active EE | $4,715 | $7,111-33.7% | $6,710-29.7% | $5,851-19.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |