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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 | $23,912 | $176,105-86.4% | $159,474-85.0% | $167,536-85.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.32% | 331.91%-320.6pp | 263.68%-252.4pp | 478.82%-467.5pp |
| Employer contribution / active EE | $5,500 | $5,299+3.8% | $4,831+13.9% | $4,839+13.7% |
| Participant deferral / active EE | $8,313 | $7,751+7.2% | $7,353+13.1% | $6,342+31.1% |
| Admin fee / account holder | $8 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |