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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 | $77,350 | $208,088-62.8% | $186,193-58.5% | $154,746-50.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.34% | 89.97%-70.6pp | 78.03%-58.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $4,674 | $4,340+7.7% | $3,918+19.3% | $4,379+6.7% |
| Participant deferral / active EE | $5,890 | $7,078-16.8% | $6,513-9.6% | $6,730-12.5% |
| Admin fee / account holder | $155 | $11,698-98.7% | $11,058-98.6% | $14,365-98.9% |