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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 | $24,674 | $183,592-86.6% | $155,574-84.1% | $145,877-83.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.92% | 61.37%-52.5pp | 64.87%-55.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,779 | $5,317-66.5% | $4,676-61.9% | $4,663-61.8% |
| Participant deferral / active EE | $6,730 | $6,466+4.1% | $5,629+19.5% | $6,691+0.6% |
| Admin fee / account holder | $249 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |