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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 | $23,075 | $183,516-87.4% | $155,534-85.2% | $145,884-84.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.40% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,810 | $5,315-47.1% | $4,675-39.9% | $4,662-39.7% |
| Participant deferral / active EE | $5,133 | $6,467-20.6% | $5,630-8.8% | $6,690-23.3% |
| Admin fee / account holder | $224 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |