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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 | $35,166 | $166,242-78.8% | $165,071-78.7% | $145,884-75.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.50% | 100.44%-86.9pp | 70.17%-56.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,788 | $5,283-66.1% | $4,347-58.9% | $4,662-61.6% |
| Participant deferral / active EE | $4,363 | $6,964-37.4% | $6,035-27.7% | $6,690-34.8% |
| Admin fee / account holder | $20 | $16,658-99.9% | $12,695-99.8% | $13,392-99.9% |