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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 | $22,011 | $110,278-80.0% | $95,740-77.0% | $139,466-84.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 94.89% | 27.19%+67.7pp | 28.41%+66.5pp | 373.66%-278.8pp |
| Employer contribution / active EE | $2,135 | $3,260-34.5% | $2,836-24.7% | $4,754-55.1% |
| Participant deferral / active EE | $7,029 | $4,674+50.4% | $4,244+65.6% | $6,712+4.7% |
| Admin fee / account holder | $58 | $6,613-99.1% | $5,676-99.0% | $11,409-99.5% |