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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 | $21,896 | $202,463-89.2% | $169,397-87.1% | $139,487-84.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 30.55% | 532.64%-502.1pp | 406.23%-375.7pp | 373.84%-343.3pp |
| Employer contribution / active EE | $2,880 | $4,694-38.6% | $4,013-28.2% | $4,755-39.4% |
| Participant deferral / active EE | $6,960 | $6,941+0.3% | $6,223+11.8% | $6,713+3.7% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |