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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 | $26,091 | $166,268-84.3% | $165,100-84.2% | $145,897-82.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.75% | 100.52%-84.8pp | 70.21%-54.5pp | 552.29%-536.5pp |
| Employer contribution / active EE | $3,899 | $5,284-26.2% | $4,348-10.3% | $4,663-16.4% |
| Participant deferral / active EE | $7,333 | $6,964+5.3% | $6,035+21.5% | $6,689+9.6% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |