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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 | $30,089 | $67,602-55.5% | $82,312-63.4% | $70,126-57.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 108.60% | 21.57%+87.0pp | 25.88%+82.7pp | 73.15%+35.4pp |
| Employer contribution / active EE | $1,842 | $1,755+5.0% | $2,428-24.1% | $2,343-21.3% |
| Participant deferral / active EE | $5,091 | $2,987+70.4% | $3,706+37.4% | $3,332+52.8% |
| Admin fee / account holder | $206 | $4,512-95.4% | $5,608-96.3% | $4,645-95.6% |