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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 | $19,479 | $183,627-89.4% | $155,602-87.5% | $145,978-86.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.23% | 61.32%-43.1pp | 64.81%-46.6pp | 550.52%-532.3pp |
| Employer contribution / active EE | $1,997 | $5,316-62.4% | $4,675-57.3% | $4,662-57.2% |
| Participant deferral / active EE | $11,037 | $6,466+70.7% | $5,629+96.1% | $6,690+65.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |