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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 | $123,032 | $185,312-33.6% | $161,489-23.8% | $154,746-20.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.42% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $11,468 | $4,769+140.5% | $4,268+168.7% | $4,379+161.9% |
| Participant deferral / active EE | $4,790 | $6,350-24.6% | $5,630-14.9% | $6,730-28.8% |
| Admin fee / account holder | $105 | $18,654-99.4% | $16,006-99.3% | $14,365-99.3% |