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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 | $92,531 | $185,312-50.1% | $161,489-42.7% | $154,746-40.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.38% | 103.84%-88.5pp | 89.72%-74.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $19,393 | $4,769+306.6% | $4,268+354.4% | $4,379+342.9% |
| Participant deferral / active EE | $12,777 | $6,350+101.2% | $5,630+126.9% | $6,730+89.8% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |