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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 | $9,648 | $103,008-90.6% | $90,304-89.3% | $152,897-93.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 41.38% | 95.22%-53.8pp | 78.13%-36.7pp | 345.43%-304.0pp |
| Employer contribution / active EE | $3,016 | $3,139-3.9% | $2,855+5.6% | $4,764-36.7% |
| Participant deferral / active EE | $4,217 | $4,281-1.5% | $3,885+8.6% | $5,851-27.9% |
| Admin fee / account holder | $153 | $6,175-97.5% | $5,354-97.1% | $11,599-98.7% |