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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 | $17,607 | $115,796-84.8% | $101,264-82.6% | $158,950-88.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.94% | 56.15%-40.2pp | 46.48%-30.5pp | 302.91%-287.0pp |
| Employer contribution / active EE | $4,333 | $4,175+3.8% | $3,660+18.4% | $4,762-9.0% |
| Participant deferral / active EE | $2,328 | $4,958-53.0% | $4,370-46.7% | $5,983-61.1% |
| Admin fee / account holder | $276 | $7,247-96.2% | $5,947-95.4% | $11,248-97.5% |