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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 | $22,858 | $183,592-87.5% | $155,574-85.3% | $145,877-84.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,440 | $5,317-54.1% | $4,676-47.8% | $4,663-47.7% |
| Participant deferral / active EE | $3,727 | $6,466-42.4% | $5,629-33.8% | $6,691-44.3% |
| Admin fee / account holder | $266 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |