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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 | $17,021 | $183,539-90.7% | $155,556-89.1% | $145,897-88.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.86% | 61.31%-41.4pp | 64.84%-45.0pp | 552.29%-532.4pp |
| Employer contribution / active EE | $1,770 | $5,315-66.7% | $4,675-62.1% | $4,663-62.0% |
| Participant deferral / active EE | $6,088 | $6,467-5.9% | $5,631+8.1% | $6,689-9.0% |
| Admin fee / account holder | $138 | $19,275-99.3% | $15,885-99.1% | $13,390-99.0% |