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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 | $89,008 | $155,555-42.8% | $146,866-39.4% | $155,188-42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.20% | 115.41%-100.2pp | 102.85%-87.7pp | 148.84%-133.6pp |
| Employer contribution / active EE | $4,234 | $4,647-8.9% | $4,425-4.3% | $4,248-0.3% |
| Participant deferral / active EE | $12,000 | $8,044+49.2% | $7,759+54.7% | $6,531+83.7% |
| Admin fee / account holder | $286 | $14,755-98.1% | $13,620-97.9% | $14,480-98.0% |