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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 | $24,986 | $148,558-83.2% | $135,925-81.6% | $139,427-82.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.95% | 79.22%-55.3pp | 68.25%-44.3pp | 373.27%-349.3pp |
| Employer contribution / active EE | $2,457 | $5,244-53.2% | $4,857-49.4% | $4,752-48.3% |
| Participant deferral / active EE | $7,032 | $8,101-13.2% | $7,759-9.4% | $6,711+4.8% |
| Admin fee / account holder | $56 | $12,401-99.6% | $10,764-99.5% | $11,404-99.5% |