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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 | $65,141 | $183,592-64.5% | $155,567-58.1% | $145,959-55.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.05% | 61.24%-43.2pp | 64.74%-46.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $1,612 | $5,315-69.7% | $4,674-65.5% | $4,661-65.4% |
| Participant deferral / active EE | $20,333 | $6,464+214.6% | $5,628+261.3% | $6,689+204.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |