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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 | $16,597 | $183,539-91.0% | $155,556-89.3% | $145,897-88.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.21% | 61.31%-37.1pp | 64.84%-40.6pp | 552.29%-528.1pp |
| Employer contribution / active EE | $2,171 | $5,315-59.1% | $4,675-53.6% | $4,663-53.4% |
| Participant deferral / active EE | $6,641 | $6,467+2.7% | $5,631+17.9% | $6,689-0.7% |
| Admin fee / account holder | $210 | $19,275-98.9% | $15,885-98.7% | $13,390-98.4% |