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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 | $57,204 | $196,972-71.0% | $182,262-68.6% | $198,609-71.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 24.32% | 158.27%-134.0pp | 140.60%-116.3pp | 202.70%-178.4pp |
| Employer contribution / active EE | $2,776 | $5,364-48.3% | $5,046-45.0% | $5,055-45.1% |
| Participant deferral / active EE | $16,569 | $8,643+91.7% | $8,276+100.2% | $6,977+137.5% |
| Admin fee / account holder | $19 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |