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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 | $23,708 | $165,399-85.7% | $149,745-84.2% | $158,982-85.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.28% | 348.34%-337.1pp | 276.72%-265.4pp | 302.99%-291.7pp |
| Employer contribution / active EE | $4,425 | $5,105-13.3% | $4,646-4.8% | $4,763-7.1% |
| Participant deferral / active EE | $3,500 | $7,183-51.3% | $6,843-48.9% | $5,983-41.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |