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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 | $22,642 | $148,623-84.8% | $135,974-83.3% | $139,466-83.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.40% | 79.30%-55.9pp | 68.30%-44.9pp | 373.66%-350.3pp |
| Employer contribution / active EE | $3,203 | $5,246-38.9% | $4,859-34.1% | $4,754-32.6% |
| Participant deferral / active EE | $4,877 | $8,103-39.8% | $7,760-37.2% | $6,712-27.3% |
| Admin fee / account holder | $74 | $12,406-99.4% | $10,767-99.3% | $11,409-99.4% |