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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 | $196,972-70.3% | $182,262-67.9% | $198,609-70.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.45% | 158.27%-142.8pp | 140.60%-125.1pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,785 | $5,364-29.4% | $5,046-25.0% | $5,055-25.1% |
| Participant deferral / active EE | $13,301 | $8,643+53.9% | $8,276+60.7% | $6,977+90.6% |
| Admin fee / account holder | $263 | $18,429-98.6% | $16,712-98.4% | $19,030-98.6% |