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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 | $90,200 | $185,312-51.3% | $161,489-44.1% | $154,746-41.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.23% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $10,009 | $4,769+109.9% | $4,268+134.5% | $4,379+128.6% |
| Participant deferral / active EE | $8,644 | $6,350+36.1% | $5,630+53.5% | $6,730+28.4% |
| Admin fee / account holder | $150 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |