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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 | $48,066 | $155,555-69.1% | $146,866-67.3% | $155,188-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.72% | 115.41%-89.7pp | 102.85%-77.1pp | 148.84%-123.1pp |
| Employer contribution / active EE | $7,554 | $4,647+62.6% | $4,425+70.7% | $4,248+77.8% |
| Participant deferral / active EE | $10,911 | $8,044+35.6% | $7,759+40.6% | $6,531+67.1% |
| Admin fee / account holder | $151 | $14,755-99.0% | $13,620-98.9% | $14,480-99.0% |