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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 | $83,371 | $90,486-7.9% | $78,676+6.0% | $273,972-69.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.46% | 75.62%-68.2pp | 62.19%-54.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,539 | $3,175+11.5% | $2,850+24.2% | $4,869-27.3% |
| Participant deferral / active EE | $2,786 | $3,901-28.6% | $3,517-20.8% | $5,287-47.3% |
| Admin fee / account holder | $18 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |