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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 | $43,783 | $185,312-76.4% | $161,489-72.9% | $154,746-71.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.05% | 103.84%-81.8pp | 89.72%-67.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $2,374 | $4,769-50.2% | $4,268-44.4% | $4,379-45.8% |
| Participant deferral / active EE | $14,537 | $6,350+128.9% | $5,630+158.2% | $6,730+116.0% |
| Admin fee / account holder | $175 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |