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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 | $18,209 | $183,516-90.1% | $155,534-88.3% | $145,884-87.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,963 | $5,315-63.1% | $4,675-58.0% | $4,662-57.9% |
| Participant deferral / active EE | $4,205 | $6,467-35.0% | $5,630-25.3% | $6,690-37.1% |
| Admin fee / account holder | $203 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |