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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 | $40,677 | $185,312-78.0% | $161,489-74.8% | $154,746-73.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.68% | 103.84%-85.2pp | 89.72%-71.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,569 | $4,769-67.1% | $4,268-63.2% | $4,379-64.2% |
| Participant deferral / active EE | $4,540 | $6,350-28.5% | $5,630-19.4% | $6,730-32.5% |
| Admin fee / account holder | $271 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |