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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 | $30,537 | $212,386-85.6% | $199,883-84.7% | $138,895-78.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,408 | $6,625-63.7% | $6,261-61.5% | $4,194-42.6% |
| Participant deferral / active EE | $5,911 | $9,617-38.5% | $9,138-35.3% | $6,396-7.6% |
| Admin fee / account holder | $162 | $18,233-99.1% | $17,268-99.1% | $12,562-98.7% |