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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 | $98,439 | $162,136-39.3% | $152,301-35.4% | $154,746-36.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.00% | 91.02%-67.0pp | 80.50%-56.5pp | 172.34%-148.3pp |
| Employer contribution / active EE | $7,549 | $4,890+54.4% | $4,624+63.2% | $4,379+72.4% |
| Participant deferral / active EE | $18,370 | $8,341+120.2% | $8,004+129.5% | $6,730+172.9% |
| Admin fee / account holder | $202 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |