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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 | $50,810 | $162,136-68.7% | $152,301-66.6% | $154,746-67.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.77% | 91.02%-76.3pp | 80.50%-65.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,403 | $4,890-50.9% | $4,624-48.0% | $4,379-45.1% |
| Participant deferral / active EE | $7,581 | $8,341-9.1% | $8,004-5.3% | $6,730+12.6% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |