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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 | $18,988 | $202,463-90.6% | $169,397-88.8% | $139,487-86.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 29.78% | 532.64%-502.9pp | 406.23%-376.5pp | 373.84%-344.1pp |
| Employer contribution / active EE | $1,800 | $4,694-61.7% | $4,013-55.1% | $4,755-62.1% |
| Participant deferral / active EE | $6,000 | $6,941-13.6% | $6,223-3.6% | $6,713-10.6% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |