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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 | $107,634 | $185,312-41.9% | $161,489-33.3% | $154,746-30.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.49% | 103.84%-91.4pp | 89.72%-77.2pp | 172.34%-159.8pp |
| Employer contribution / active EE | $3,978 | $4,769-16.6% | $4,268-6.8% | $4,379-9.2% |
| Participant deferral / active EE | $4,370 | $6,350-31.2% | $5,630-22.4% | $6,730-35.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |