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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 | $58,518 | $162,136-63.9% | $152,301-61.6% | $154,746-62.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.45% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,785 | $4,890-22.6% | $4,624-18.1% | $4,379-13.6% |
| Participant deferral / active EE | $13,301 | $8,341+59.5% | $8,004+66.2% | $6,730+97.6% |
| Admin fee / account holder | $263 | $15,759-98.3% | $14,398-98.2% | $14,365-98.2% |