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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 | $17,729 | $148,582-88.1% | $135,942-87.0% | $139,456-87.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $6,473 | $5,245+23.4% | $4,858+33.2% | $4,753+36.2% |
| Participant deferral / active EE | $9,847 | $8,101+21.5% | $7,759+26.9% | $6,711+46.7% |
| Admin fee / account holder | $159 | $12,402-98.7% | $10,764-98.5% | $11,407-98.6% |