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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 | $17,975 | $148,623-87.9% | $135,974-86.8% | $139,466-87.1% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 23.51% | 79.30%-55.8pp | 68.30%-44.8pp | 373.66%-350.2pp |
| Employer contribution / active EE | $2,310 | $5,246-56.0% | $4,859-52.5% | $4,754-51.4% |
| Participant deferral / active EE | $4,907 | $8,103-39.4% | $7,760-36.8% | $6,712-26.9% |
| Admin fee / account holder | $110 | $12,406-99.1% | $10,767-99.0% | $11,409-99.0% |