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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 | $45,619 | $183,592-75.2% | $155,574-70.7% | $145,877-68.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.82% | 61.37%-47.6pp | 64.87%-51.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $4,172 | $5,317-21.5% | $4,676-10.8% | $4,663-10.5% |
| Participant deferral / active EE | $5,518 | $6,466-14.7% | $5,629-2.0% | $6,691-17.5% |
| Admin fee / account holder | $209 | $19,316-98.9% | $15,914-98.7% | $13,402-98.4% |