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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 | $32,071 | $202,463-84.2% | $169,397-81.1% | $139,487-77.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 26.99% | 532.64%-505.6pp | 406.23%-379.2pp | 373.84%-346.8pp |
| Employer contribution / active EE | $3,880 | $4,694-17.3% | $4,013-3.3% | $4,755-18.4% |
| Participant deferral / active EE | $7,030 | $6,941+1.3% | $6,223+13.0% | $6,713+4.7% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |