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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 | $32,624 | $183,592-82.2% | $155,574-79.0% | $145,877-77.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.58% | 61.37%-39.8pp | 64.87%-43.3pp | 551.28%-529.7pp |
| Employer contribution / active EE | $2,704 | $5,317-49.1% | $4,676-42.2% | $4,663-42.0% |
| Participant deferral / active EE | $8,440 | $6,466+30.5% | $5,629+49.9% | $6,691+26.2% |
| Admin fee / account holder | $298 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |