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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 | $42,031 | $183,539-77.1% | $155,556-73.0% | $145,897-71.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.92% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,555 | $5,315-51.9% | $4,675-45.4% | $4,663-45.2% |
| Participant deferral / active EE | $4,135 | $6,467-36.1% | $5,631-26.6% | $6,689-38.2% |
| Admin fee / account holder | $48 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |