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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 | $76,302 | $162,136-52.9% | $152,301-49.9% | $154,746-50.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.37% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $9,066 | $4,890+85.4% | $4,624+96.1% | $4,379+107.0% |
| Participant deferral / active EE | $18,274 | $8,341+119.1% | $8,004+128.3% | $6,730+171.5% |
| Admin fee / account holder | $281 | $15,759-98.2% | $14,398-98.1% | $14,365-98.0% |