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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 | $183,507 | $90,486+102.8% | $78,676+133.2% | $273,972-33.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.24% | 75.62%-71.4pp | 62.19%-57.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $6,048 | $3,175+90.5% | $2,850+112.2% | $4,869+24.2% |
| Participant deferral / active EE | $8,595 | $3,901+120.3% | $3,517+144.4% | $5,287+62.6% |
| Admin fee / account holder | $187 | $5,263-96.4% | $4,510-95.8% | $10,133-98.2% |