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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 | $93,532 | $185,312-49.5% | $161,489-42.1% | $154,746-39.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.19% | 103.84%-81.7pp | 89.72%-67.5pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,897 | $4,769-60.2% | $4,268-55.6% | $4,379-56.7% |
| Participant deferral / active EE | $13,802 | $6,350+117.4% | $5,630+145.1% | $6,730+105.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |