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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 | $36,319 | $183,592-80.2% | $155,574-76.7% | $145,877-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.19% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,117 | $5,317-60.2% | $4,676-54.7% | $4,663-54.6% |
| Participant deferral / active EE | $6,680 | $6,466+3.3% | $5,629+18.7% | $6,691-0.2% |
| Admin fee / account holder | $11 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |