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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 | $36,380 | $183,539-80.2% | $155,556-76.6% | $145,897-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.54% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,703 | $5,315-49.1% | $4,675-42.2% | $4,663-42.0% |
| Participant deferral / active EE | $2,175 | $6,467-66.4% | $5,631-61.4% | $6,689-67.5% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |