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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 | $30,138 | $228,395-86.8% | $185,861-83.8% | $158,982-81.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 64.84% | 40.82%+24.0pp | 35.96%+28.9pp | 302.99%-238.1pp |
| Employer contribution / active EE | $5,243 | $4,968+5.5% | $4,088+28.2% | $4,763+10.1% |
| Participant deferral / active EE | $12,758 | $6,417+98.8% | $5,634+126.4% | $5,983+113.2% |
| Admin fee / account holder | $74 | $11,869-99.4% | $9,503-99.2% | $11,252-99.3% |