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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 | $75,793 | $90,486-16.2% | $78,676-3.7% | $273,972-72.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.43% | 75.62%-70.2pp | 62.19%-56.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $4,482 | $3,175+41.2% | $2,850+57.3% | $4,869-7.9% |
| Participant deferral / active EE | $5,039 | $3,901+29.2% | $3,517+43.3% | $5,287-4.7% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |