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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 | $65,539 | $183,592-64.3% | $155,567-57.9% | $145,959-55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.65% | 61.24%-46.6pp | 64.74%-50.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,569 | $5,315-51.7% | $4,674-45.0% | $4,661-44.9% |
| Participant deferral / active EE | $6,512 | $6,464+0.7% | $5,628+15.7% | $6,689-2.6% |
| Admin fee / account holder | $147 | $19,318-99.2% | $15,916-99.1% | $13,398-98.9% |