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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 | $17,425 | $202,463-91.4% | $169,397-89.7% | $139,487-87.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.15% | 532.64%-510.5pp | 406.23%-384.1pp | 373.84%-351.7pp |
| Employer contribution / active EE | $1,937 | $4,694-58.7% | $4,013-51.7% | $4,755-59.3% |
| Participant deferral / active EE | $4,120 | $6,941-40.6% | $6,223-33.8% | $6,713-38.6% |
| Admin fee / account holder | $188 | $10,726-98.2% | $9,017-97.9% | $11,407-98.4% |