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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 | $91,826 | $185,312-50.4% | $161,489-43.1% | $154,746-40.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.85% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $4,198 | $4,769-12.0% | $4,268-1.6% | $4,379-4.1% |
| Participant deferral / active EE | $5,998 | $6,350-5.5% | $5,630+6.5% | $6,730-10.9% |
| Admin fee / account holder | $67 | $18,654-99.6% | $16,006-99.6% | $14,365-99.5% |