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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 | $162,136-64.7% | $152,301-62.4% | $154,746-63.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.32% | 91.02%-66.7pp | 80.50%-56.2pp | 172.34%-148.0pp |
| Employer contribution / active EE | $2,776 | $4,890-43.2% | $4,624-40.0% | $4,379-36.6% |
| Participant deferral / active EE | $16,569 | $8,341+98.6% | $8,004+107.0% | $6,730+146.2% |
| Admin fee / account holder | $19 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |