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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 | $49,448 | $162,136-69.5% | $152,301-67.5% | $154,746-68.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.27% | 91.02%-72.8pp | 80.50%-62.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,250 | $4,890-54.0% | $4,624-51.3% | $4,379-48.6% |
| Participant deferral / active EE | $2,700 | $8,341-67.6% | $8,004-66.3% | $6,730-59.9% |
| Admin fee / account holder | $191 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |