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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 | $69,638 | $183,516-62.1% | $155,534-55.2% | $145,884-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.29% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,840 | $5,315-65.4% | $4,675-60.6% | $4,662-60.5% |
| Participant deferral / active EE | $9,471 | $6,467+46.5% | $5,630+68.2% | $6,690+41.6% |
| Admin fee / account holder | $157 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |