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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 | $23,184 | $185,312-87.5% | $161,489-85.6% | $154,746-85.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.01% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $6,145 | $4,769+28.8% | $4,268+44.0% | $4,379+40.3% |
| Participant deferral / active EE | $3,104 | $6,350-51.1% | $5,630-44.9% | $6,730-53.9% |
| Admin fee / account holder | $74 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |