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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 | $32,488 | $166,242-80.5% | $165,071-80.3% | $145,884-77.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.89% | 100.44%-79.6pp | 70.17%-49.3pp | 551.85%-531.0pp |
| Employer contribution / active EE | $2,791 | $5,283-47.2% | $4,347-35.8% | $4,662-40.1% |
| Participant deferral / active EE | $6,789 | $6,964-2.5% | $6,035+12.5% | $6,690+1.5% |
| Admin fee / account holder | $20 | $16,658-99.9% | $12,695-99.8% | $13,392-99.9% |