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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 | $31,716 | $185,312-82.9% | $161,489-80.4% | $154,746-79.5% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 12.87% | 103.84%-91.0pp | 89.72%-76.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,632 | $4,769-65.8% | $4,268-61.8% | $4,379-62.7% |
| Participant deferral / active EE | $4,591 | $6,350-27.7% | $5,630-18.5% | $6,730-31.8% |
| Admin fee / account holder | -$13 | $18,654-100.1% | $16,006-100.1% | $14,365-100.1% |