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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 | $22,422 | $183,539-87.8% | $155,556-85.6% | $145,897-84.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 44.30% | 61.31%-17.0pp | 64.84%-20.5pp | 552.29%-508.0pp |
| Employer contribution / active EE | $1,376 | $5,315-74.1% | $4,675-70.6% | $4,663-70.5% |
| Participant deferral / active EE | $4,457 | $6,467-31.1% | $5,631-20.9% | $6,689-33.4% |
| Admin fee / account holder | $120 | $19,275-99.4% | $15,885-99.2% | $13,390-99.1% |