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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 | $41,025 | $165,399-75.2% | $149,745-72.6% | $158,982-74.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.70% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $9,358 | $5,105+83.3% | $4,646+101.4% | $4,763+96.5% |
| Participant deferral / active EE | $7,253 | $7,183+1.0% | $6,843+6.0% | $5,983+21.2% |
| Admin fee / account holder | $167 | $10,811-98.5% | $9,312-98.2% | $11,252-98.5% |