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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 | $30,143 | $225,673-86.6% | $203,872-85.2% | $155,188-80.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 22.14% | 95.91%-73.8pp | 85.11%-63.0pp | 148.84%-126.7pp |
| Employer contribution / active EE | $1,034 | $4,099-74.8% | $3,757-72.5% | $4,248-75.7% |
| Participant deferral / active EE | $1,644 | $6,893-76.1% | $6,388-74.3% | $6,531-74.8% |
| Admin fee / account holder | $13 | $12,327-99.9% | $11,730-99.9% | $14,480-99.9% |