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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 | $12,727 | $94,749-86.6% | $112,899-88.7% | $139,466-90.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 59.52% | 40.92%+18.6pp | 34.11%+25.4pp | 373.66%-314.1pp |
| Employer contribution / active EE | $2,695 | $4,630-41.8% | $4,566-41.0% | $4,754-43.3% |
| Participant deferral / active EE | $6,757 | $6,517+3.7% | $6,516+3.7% | $6,712+0.7% |
| Admin fee / account holder | $30 | $8,530-99.6% | $7,047-99.6% | $11,409-99.7% |