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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 | $42,410 | $183,516-76.9% | $155,534-72.7% | $145,884-70.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.77% | 61.43%-36.7pp | 64.92%-40.2pp | 551.85%-527.1pp |
| Employer contribution / active EE | $2,586 | $5,315-51.4% | $4,675-44.7% | $4,662-44.5% |
| Participant deferral / active EE | $12,382 | $6,467+91.5% | $5,630+119.9% | $6,690+85.1% |
| Admin fee / account holder | $139 | $19,293-99.3% | $15,900-99.1% | $13,392-99.0% |