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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 | $61,282 | $185,312-66.9% | $161,489-62.1% | $154,746-60.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.51% | 103.84%-82.3pp | 89.72%-68.2pp | 172.34%-150.8pp |
| Employer contribution / active EE | $3,316 | $4,769-30.5% | $4,268-22.3% | $4,379-24.3% |
| Participant deferral / active EE | $9,241 | $6,350+45.5% | $5,630+64.1% | $6,730+37.3% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |