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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 | $84,437 | $162,136-47.9% | $152,301-44.6% | $154,746-45.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.49% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,756 | $4,890-43.6% | $4,624-40.4% | $4,379-37.1% |
| Participant deferral / active EE | $13,003 | $8,341+55.9% | $8,004+62.5% | $6,730+93.2% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |