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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 | $19,128 | $148,623-87.1% | $135,974-85.9% | $139,466-86.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.65% | 79.30%-46.6pp | 68.30%-35.7pp | 373.66%-341.0pp |
| Employer contribution / active EE | $4,096 | $5,246-21.9% | $4,859-15.7% | $4,754-13.8% |
| Participant deferral / active EE | $13,318 | $8,103+64.4% | $7,760+71.6% | $6,712+98.4% |
| Admin fee / account holder | $286 | $12,406-97.7% | $10,767-97.3% | $11,409-97.5% |