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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 | $47,191 | $148,629-68.2% | $135,982-65.3% | $139,487-66.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.88% | 79.33%-63.5pp | 68.32%-52.4pp | 373.84%-358.0pp |
| Employer contribution / active EE | $1,994 | $5,247-62.0% | $4,859-59.0% | $4,755-58.1% |
| Participant deferral / active EE | $2,875 | $8,102-64.5% | $7,760-63.0% | $6,713-57.2% |
| Admin fee / account holder | $85 | $12,406-99.3% | $10,767-99.2% | $11,407-99.3% |