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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 | $22,298 | $129,737-82.8% | $119,126-81.3% | $154,746-85.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.06% | 379.08%-358.0pp | 282.11%-261.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $3,439 | $4,375-21.4% | $4,034-14.7% | $4,379-21.5% |
| Participant deferral / active EE | $7,439 | $5,842+27.3% | $5,318+39.9% | $6,730+10.5% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |