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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 | $17,018 | $148,629-88.5% | $135,982-87.5% | $139,487-87.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 57.74% | 79.33%-21.6pp | 68.32%-10.6pp | 373.84%-316.1pp |
| Employer contribution / active EE | $1,894 | $5,247-63.9% | $4,859-61.0% | $4,755-60.2% |
| Participant deferral / active EE | $3,832 | $8,102-52.7% | $7,760-50.6% | $6,713-42.9% |
| Admin fee / account holder | $121 | $12,406-99.0% | $10,767-98.9% | $11,407-98.9% |