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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 | $36,184 | $162,136-77.7% | $152,301-76.2% | $154,746-76.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.30% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,062 | $4,890-57.8% | $4,624-55.4% | $4,379-52.9% |
| Participant deferral / active EE | $3,065 | $8,341-63.3% | $8,004-61.7% | $6,730-54.5% |
| Admin fee / account holder | $192 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |