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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 | $56,973 | $185,312-69.3% | $161,489-64.7% | $154,746-63.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.29% | 103.84%-86.6pp | 89.72%-72.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,568 | $4,769-46.2% | $4,268-39.8% | $4,379-41.4% |
| Participant deferral / active EE | $6,233 | $6,350-1.8% | $5,630+10.7% | $6,730-7.4% |
| Admin fee / account holder | $14 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |