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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 | $20,541 | $101,618-79.8% | $93,063-77.9% | $137,256-85.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 25.49% | 223.95%-198.5pp | 34.15%-8.7pp | 220.34%-194.9pp |
| Employer contribution / active EE | $2,112 | $2,707-22.0% | $2,476-14.7% | $4,156-49.2% |
| Participant deferral / active EE | $3,918 | $4,279-8.4% | $3,958-1.0% | $6,407-38.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |