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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 | $50,718 | $185,312-72.6% | $161,489-68.6% | $154,746-67.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.10% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,296 | $4,769-51.9% | $4,268-46.2% | $4,379-47.6% |
| Participant deferral / active EE | $6,229 | $6,350-1.9% | $5,630+10.6% | $6,730-7.4% |
| Admin fee / account holder | $22 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |