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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 | $27,826 | $125,184-77.8% | $105,607-73.7% | $145,884-80.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.07% | 225.00%-211.9pp | 116.11%-103.0pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,675 | $3,720-1.2% | $3,167+16.0% | $4,662-21.2% |
| Participant deferral / active EE | $8,653 | $5,714+51.4% | $5,011+72.7% | $6,690+29.3% |
| Admin fee / account holder | $25 | $17,133-99.9% | $10,958-99.8% | $13,392-99.8% |