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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 | $77,600 | $185,312-58.1% | $161,489-51.9% | $154,746-49.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.68% | 103.84%-88.2pp | 89.72%-74.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $6,593 | $4,769+38.2% | $4,268+54.5% | $4,379+50.6% |
| Participant deferral / active EE | $2,325 | $6,350-63.4% | $5,630-58.7% | $6,730-65.5% |
| Admin fee / account holder | $50 | $18,654-99.7% | $16,006-99.7% | $14,365-99.7% |