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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 | $84,147 | $155,555-45.9% | $146,866-42.7% | $155,188-45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.06% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,191 | $4,647-52.9% | $4,425-50.5% | $4,248-48.4% |
| Participant deferral / active EE | $5,241 | $8,044-34.9% | $7,759-32.5% | $6,531-19.8% |
| Admin fee / account holder | $87 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |