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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 | $32,326 | $185,312-82.6% | $161,489-80.0% | $154,746-79.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.14% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,418 | $4,769-49.3% | $4,268-43.3% | $4,379-44.8% |
| Participant deferral / active EE | $6,755 | $6,350+6.4% | $5,630+20.0% | $6,730+0.4% |
| Admin fee / account holder | $268 | $18,654-98.6% | $16,006-98.3% | $14,365-98.1% |