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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 | $52,458 | $155,555-66.3% | $146,866-64.3% | $155,188-66.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.68% | 115.41%-92.7pp | 102.85%-80.2pp | 148.84%-126.2pp |
| Employer contribution / active EE | $2,420 | $4,647-47.9% | $4,425-45.3% | $4,248-43.0% |
| Participant deferral / active EE | $10,512 | $8,044+30.7% | $7,759+35.5% | $6,531+60.9% |
| Admin fee / account holder | $247 | $14,755-98.3% | $13,620-98.2% | $14,480-98.3% |