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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 | $89,287 | $155,555-42.6% | $146,866-39.2% | $155,188-42.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.75% | 115.41%-94.7pp | 102.85%-82.1pp | 148.84%-128.1pp |
| Employer contribution / active EE | $3,892 | $4,647-16.2% | $4,425-12.0% | $4,248-8.4% |
| Participant deferral / active EE | $11,860 | $8,044+47.4% | $7,759+52.8% | $6,531+81.6% |
| Admin fee / account holder | $297 | $14,755-98.0% | $13,620-97.8% | $14,480-98.0% |