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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 | $93,162 | $155,555-40.1% | $146,866-36.6% | $155,188-40.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 29.42% | 115.41%-86.0pp | 102.85%-73.4pp | 148.84%-119.4pp |
| Employer contribution / active EE | $2,411 | $4,647-48.1% | $4,425-45.5% | $4,248-43.3% |
| Participant deferral / active EE | $6,357 | $8,044-21.0% | $7,759-18.1% | $6,531-2.7% |
| Admin fee / account holder | $56 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |