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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 | $32,094 | $162,136-80.2% | $152,301-78.9% | $154,746-79.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.55% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,743 | $4,890-43.9% | $4,624-40.7% | $4,379-37.4% |
| Participant deferral / active EE | $3,197 | $8,341-61.7% | $8,004-60.1% | $6,730-52.5% |
| Admin fee / account holder | $5 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |