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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 | $68,127 | $183,516-62.9% | $155,534-56.2% | $145,884-53.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.67% | 61.43%-44.8pp | 64.92%-48.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,724 | $5,315-48.7% | $4,675-41.7% | $4,662-41.6% |
| Participant deferral / active EE | $9,224 | $6,467+42.6% | $5,630+63.8% | $6,690+37.9% |
| Admin fee / account holder | $287 | $19,293-98.5% | $15,900-98.2% | $13,392-97.9% |