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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 | $22,119 | $148,582-85.1% | $135,942-83.7% | $139,456-84.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.66% | 79.26%-53.6pp | 68.28%-42.6pp | 373.45%-347.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,766 | $8,101+45.2% | $7,759+51.6% | $6,711+75.3% |
| Admin fee / account holder | -$50 | $12,402-100.4% | $10,764-100.5% | $11,407-100.4% |