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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 | $18,143 | $162,529-88.8% | $130,788-86.1% | $154,746-88.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.91% | 510.48%-492.6pp | 386.44%-368.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,706 | $4,447-16.7% | $3,558+4.2% | $4,379-15.4% |
| Participant deferral / active EE | $1,972 | $4,808-59.0% | $4,137-52.3% | $6,730-70.7% |
| Admin fee / account holder | $104 | $7,669-98.6% | $6,673-98.4% | $14,365-99.3% |