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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 | $17,611 | $183,592-90.4% | $155,574-88.7% | $145,877-87.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.33% | 61.37%-44.0pp | 64.87%-47.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $3,120 | $5,317-41.3% | $4,676-33.3% | $4,663-33.1% |
| Participant deferral / active EE | $4,560 | $6,466-29.5% | $5,629-19.0% | $6,691-31.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |