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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 | $80,482 | $90,486-11.1% | $78,676+2.3% | $273,972-70.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.73% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,036 | $3,175+27.1% | $2,850+41.6% | $4,869-17.1% |
| Participant deferral / active EE | $9,892 | $3,901+153.5% | $3,517+181.3% | $5,287+87.1% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |