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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 | $37,679 | $166,242-77.3% | $165,071-77.2% | $145,884-74.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.17% | 100.44%-86.3pp | 70.17%-56.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,702 | $5,283-48.8% | $4,347-37.8% | $4,662-42.0% |
| Participant deferral / active EE | $15,389 | $6,964+121.0% | $6,035+155.0% | $6,690+130.0% |
| Admin fee / account holder | $245 | $16,658-98.5% | $12,695-98.1% | $13,392-98.2% |