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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 | $97,675 | $185,312-47.3% | $161,489-39.5% | $154,746-36.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.77% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,123 | $4,769-55.5% | $4,268-50.3% | $4,379-51.5% |
| Participant deferral / active EE | $5,957 | $6,350-6.2% | $5,630+5.8% | $6,730-11.5% |
| Admin fee / account holder | $247 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |