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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 | $24,468 | $183,592-86.7% | $155,567-84.3% | $145,959-83.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.91% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $1,953 | $5,315-63.3% | $4,674-58.2% | $4,661-58.1% |
| Participant deferral / active EE | $4,812 | $6,464-25.6% | $5,628-14.5% | $6,689-28.1% |
| Admin fee / account holder | $211 | $19,318-98.9% | $15,916-98.7% | $13,398-98.4% |