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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 | $61,648 | $185,312-66.7% | $161,489-61.8% | $154,746-60.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.43% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,500 | $6,350+207.1% | $5,630+246.4% | $6,730+189.7% |
| Admin fee / account holder | $214 | $18,654-98.9% | $16,006-98.7% | $14,365-98.5% |