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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 | $27,621 | $183,539-85.0% | $155,556-82.2% | $145,897-81.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.31% | 61.31%-44.0pp | 64.84%-47.5pp | 552.29%-535.0pp |
| Employer contribution / active EE | $3,696 | $5,315-30.5% | $4,675-20.9% | $4,663-20.7% |
| Participant deferral / active EE | $4,620 | $6,467-28.6% | $5,631-18.0% | $6,689-30.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |