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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 | $76,005 | $162,136-53.1% | $152,301-50.1% | $154,746-50.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.03% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $6,234 | $4,890+27.5% | $4,624+34.8% | $4,379+42.3% |
| Participant deferral / active EE | $5,976 | $8,341-28.4% | $8,004-25.3% | $6,730-11.2% |
| Admin fee / account holder | $25 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |