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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 | $53,698 | $289,211-81.4% | $260,467-79.4% | $198,609-73.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.77% | 112.90%-96.1pp | 100.60%-83.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,074 | $4,663-77.0% | $4,239-74.7% | $5,055-78.8% |
| Participant deferral / active EE | $10,333 | $6,812+51.7% | $6,319+63.5% | $6,977+48.1% |
| Admin fee / account holder | $14 | $16,236-99.9% | $15,461-99.9% | $19,030-99.9% |