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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 | $22,875 | $176,077-87.0% | $159,455-85.7% | $167,518-86.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.98% | 331.83%-303.8pp | 263.63%-235.6pp | 478.71%-450.7pp |
| Employer contribution / active EE | $2,245 | $5,298-57.6% | $4,830-53.5% | $4,838-53.6% |
| Participant deferral / active EE | $5,086 | $7,751-34.4% | $7,353-30.8% | $6,342-19.8% |
| Admin fee / account holder | $100 | $12,556-99.2% | $10,800-99.1% | $12,312-99.2% |