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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 | $39,165 | $183,539-78.7% | $155,556-74.8% | $145,897-73.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.05% | 61.31%-46.3pp | 64.84%-49.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,250 | $6,467+120.4% | $5,631+153.1% | $6,689+113.0% |
| Admin fee / account holder | $102 | $19,275-99.5% | $15,885-99.4% | $13,390-99.2% |