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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 | $22,363 | $183,516-87.8% | $155,534-85.6% | $145,884-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.86% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,031 | $5,315-43.0% | $4,675-35.2% | $4,662-35.0% |
| Participant deferral / active EE | $4,949 | $6,467-23.5% | $5,630-12.1% | $6,690-26.0% |
| Admin fee / account holder | $25 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |