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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 | $31,615 | $209,425-84.9% | $178,499-82.3% | $158,966-80.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.48% | 188.80%-163.3pp | 151.10%-125.6pp | 302.95%-277.5pp |
| Employer contribution / active EE | $1,505 | $5,707-73.6% | $5,011-70.0% | $4,762-68.4% |
| Participant deferral / active EE | $6,949 | $5,955+16.7% | $5,202+33.6% | $5,983+16.1% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |