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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 | $19,255 | $175,231-89.0% | $149,696-87.1% | $139,466-86.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.99% | 166.77%-139.8pp | 134.46%-107.5pp | 373.66%-346.7pp |
| Employer contribution / active EE | $4,041 | $5,478-26.2% | $4,821-16.2% | $4,754-15.0% |
| Participant deferral / active EE | $5,051 | $6,521-22.5% | $5,682-11.1% | $6,712-24.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |