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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 | $133,225 | $227,399-41.4% | $189,758-29.8% | $198,609-32.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.50% | 61.03%-50.5pp | 52.62%-42.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $2,825 | $5,526-48.9% | $4,767-40.7% | $5,055-44.1% |
| Participant deferral / active EE | $6,179 | $6,837-9.6% | $5,856+5.5% | $6,977-11.4% |
| Admin fee / account holder | $174 | $25,162-99.3% | $20,388-99.1% | $19,030-99.1% |