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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 | $61,704 | $162,136-61.9% | $152,301-59.5% | $154,746-60.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.28% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,680 | $4,890-45.2% | $4,624-42.1% | $4,379-38.8% |
| Participant deferral / active EE | $11,233 | $8,341+34.7% | $8,004+40.3% | $6,730+66.9% |
| Admin fee / account holder | $114 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |