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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 | $23,248 | $183,592-87.3% | $155,567-85.1% | $145,959-84.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.52% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,649 | $5,315-50.2% | $4,674-43.3% | $4,661-43.2% |
| Participant deferral / active EE | $5,512 | $6,464-14.7% | $5,628-2.1% | $6,689-17.6% |
| Admin fee / account holder | $85 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |