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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 | $31,028 | $183,539-83.1% | $155,556-80.1% | $145,897-78.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.11% | 61.31%-40.2pp | 64.84%-43.7pp | 552.29%-531.2pp |
| Employer contribution / active EE | $2,837 | $5,315-46.6% | $4,675-39.3% | $4,663-39.2% |
| Participant deferral / active EE | $9,502 | $6,467+46.9% | $5,631+68.7% | $6,689+42.0% |
| Admin fee / account holder | $50 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |