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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 | $32,037 | $185,312-82.7% | $161,489-80.2% | $154,746-79.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.85% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,952 | $4,769-59.1% | $4,268-54.3% | $4,379-55.4% |
| Participant deferral / active EE | $2,640 | $6,350-58.4% | $5,630-53.1% | $6,730-60.8% |
| Admin fee / account holder | $150 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |