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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 | $50,628 | $208,088-75.7% | $186,193-72.8% | $154,746-67.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.14% | 89.97%-69.8pp | 78.03%-57.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $4,375 | $4,340+0.8% | $3,918+11.6% | $4,379-0.1% |
| Participant deferral / active EE | $10,274 | $7,078+45.2% | $6,513+57.7% | $6,730+52.7% |
| Admin fee / account holder | $108 | $11,698-99.1% | $11,058-99.0% | $14,365-99.3% |