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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 | $14,662 | $109,372-86.6% | $89,414-83.6% | $158,966-90.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.36% | 345.55%-332.2pp | 245.50%-232.1pp | 302.95%-289.6pp |
| Employer contribution / active EE | $3,251 | $3,171+2.5% | $2,586+25.7% | $4,762-31.7% |
| Participant deferral / active EE | $1,668 | $4,598-63.7% | $3,890-57.1% | $5,983-72.1% |
| Admin fee / account holder | $4 | $6,156-99.9% | $4,883-99.9% | $11,250-100.0% |