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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 | $53,983 | $185,312-70.9% | $161,489-66.6% | $154,746-65.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.75% | 103.84%-81.1pp | 89.72%-67.0pp | 172.34%-149.6pp |
| Employer contribution / active EE | $2,881 | $4,769-39.6% | $4,268-32.5% | $4,379-34.2% |
| Participant deferral / active EE | $5,882 | $6,350-7.4% | $5,630+4.5% | $6,730-12.6% |
| Admin fee / account holder | $257 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |