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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 | $37,489 | $185,312-79.8% | $161,489-76.8% | $154,746-75.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.63% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $3,074 | $4,769-35.5% | $4,268-28.0% | $4,379-29.8% |
| Participant deferral / active EE | $5,999 | $6,350-5.5% | $5,630+6.6% | $6,730-10.9% |
| Admin fee / account holder | $262 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |