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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 | $22,661 | $135,956-83.3% | $123,894-81.7% | $273,972-91.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 219.20% | 56.63%+162.6pp | 47.52%+171.7pp | 41.46%+177.7pp |
| Employer contribution / active EE | $1,363 | $5,170-73.6% | $4,617-70.5% | $4,869-72.0% |
| Participant deferral / active EE | $7,260 | $6,343+14.5% | $5,984+21.3% | $5,287+37.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |