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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 | $28,248 | $183,516-84.6% | $155,534-81.8% | $145,884-80.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.86% | 61.43%-39.6pp | 64.92%-43.1pp | 551.85%-530.0pp |
| Employer contribution / active EE | $2,792 | $5,315-47.5% | $4,675-40.3% | $4,662-40.1% |
| Participant deferral / active EE | $5,065 | $6,467-21.7% | $5,630-10.0% | $6,690-24.3% |
| Admin fee / account holder | $19 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |