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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 | $27,831 | $175,259-84.1% | $149,723-81.4% | $139,487-80.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.71% | 166.82%-154.1pp | 134.50%-121.8pp | 373.84%-361.1pp |
| Employer contribution / active EE | $1,204 | $5,478-78.0% | $4,821-75.0% | $4,755-74.7% |
| Participant deferral / active EE | $1,930 | $6,522-70.4% | $5,682-66.0% | $6,713-71.3% |
| Admin fee / account holder | $35 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |