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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 | $104,729 | $185,312-43.5% | $161,489-35.1% | $154,746-32.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.05% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $4,397 | $4,769-7.8% | $4,268+3.0% | $4,379+0.4% |
| Participant deferral / active EE | $5,546 | $6,350-12.7% | $5,630-1.5% | $6,730-17.6% |
| Admin fee / account holder | $39 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |