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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 | $29,606 | $134,817-78.0% | $123,973-76.1% | $155,188-80.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.62% | 515.49%-498.9pp | 388.13%-371.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,427 | $4,425-45.2% | $4,126-41.2% | $4,248-42.9% |
| Participant deferral / active EE | $2,997 | $5,706-47.5% | $5,247-42.9% | $6,531-54.1% |
| Admin fee / account holder | $229 | $13,245-98.3% | $11,799-98.1% | $14,480-98.4% |