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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 | $19,219 | $148,582-87.1% | $135,942-85.9% | $139,456-86.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.74% | 79.26%-59.5pp | 68.28%-48.5pp | 373.45%-353.7pp |
| Employer contribution / active EE | $2,208 | $5,245-57.9% | $4,858-54.5% | $4,753-53.5% |
| Participant deferral / active EE | $3,516 | $8,101-56.6% | $7,759-54.7% | $6,711-47.6% |
| Admin fee / account holder | $66 | $12,402-99.5% | $10,764-99.4% | $11,407-99.4% |