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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 | $47,205 | $183,516-74.3% | $155,534-69.6% | $145,884-67.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.72% | 61.43%-44.7pp | 64.92%-48.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,774 | $5,315-66.6% | $4,675-62.0% | $4,662-61.9% |
| Participant deferral / active EE | $15,410 | $6,467+138.3% | $5,630+173.7% | $6,690+130.4% |
| Admin fee / account holder | $89 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |