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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 | $74,447 | $155,555-52.1% | $146,866-49.3% | $155,188-52.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.79% | 115.41%-98.6pp | 102.85%-86.1pp | 148.84%-132.0pp |
| Employer contribution / active EE | $4,229 | $4,647-9.0% | $4,425-4.4% | $4,248-0.5% |
| Participant deferral / active EE | $11,900 | $8,044+47.9% | $7,759+53.4% | $6,531+82.2% |
| Admin fee / account holder | $33 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |