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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 | $41,074 | $183,539-77.6% | $155,556-73.6% | $145,897-71.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.94% | 61.31%-42.4pp | 64.84%-45.9pp | 552.29%-533.4pp |
| Employer contribution / active EE | $3,505 | $5,315-34.1% | $4,675-25.0% | $4,663-24.8% |
| Participant deferral / active EE | $5,018 | $6,467-22.4% | $5,631-10.9% | $6,689-25.0% |
| Admin fee / account holder | $17 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |