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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 | $18,188 | $148,623-87.8% | $135,974-86.6% | $139,466-87.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 45.88% | 79.30%-33.4pp | 68.30%-22.4pp | 373.66%-327.8pp |
| Employer contribution / active EE | $3,936 | $5,246-25.0% | $4,859-19.0% | $4,754-17.2% |
| Participant deferral / active EE | $7,711 | $8,103-4.8% | $7,760-0.6% | $6,712+14.9% |
| Admin fee / account holder | $26 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |