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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 | $82,153 | $148,629-44.7% | $135,982-39.6% | $139,487-41.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.62% | 79.33%-62.7pp | 68.32%-51.7pp | 373.84%-357.2pp |
| Employer contribution / active EE | $1,520 | $5,247-71.0% | $4,859-68.7% | $4,755-68.0% |
| Participant deferral / active EE | $15,332 | $8,102+89.2% | $7,760+97.6% | $6,713+128.4% |
| Admin fee / account holder | $58 | $12,406-99.5% | $10,767-99.5% | $11,407-99.5% |