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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 | $89,699 | $155,555-42.3% | $146,866-38.9% | $155,188-42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 30.42% | 115.41%-85.0pp | 102.85%-72.4pp | 148.84%-118.4pp |
| Employer contribution / active EE | $2,868 | $4,647-38.3% | $4,425-35.2% | $4,248-32.5% |
| Participant deferral / active EE | $5,497 | $8,044-31.7% | $7,759-29.1% | $6,531-15.8% |
| Admin fee / account holder | $156 | $14,755-98.9% | $13,620-98.9% | $14,480-98.9% |