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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 | $65,232 | $185,312-64.8% | $161,489-59.6% | $154,746-57.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 26.33% | 103.84%-77.5pp | 89.72%-63.4pp | 172.34%-146.0pp |
| Employer contribution / active EE | $1,674 | $4,769-64.9% | $4,268-60.8% | $4,379-61.8% |
| Participant deferral / active EE | $16,969 | $6,350+167.2% | $5,630+201.4% | $6,730+152.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |