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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 | $34,841 | $157,304-77.9% | $141,197-75.3% | $152,909-77.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.22% | 64.34%-47.1pp | 71.41%-54.2pp | 345.46%-328.2pp |
| Employer contribution / active EE | $5,057 | $5,263-3.9% | $4,736+6.8% | $4,764+6.2% |
| Participant deferral / active EE | $6,624 | $7,111-6.9% | $6,710-1.3% | $5,851+13.2% |
| Admin fee / account holder | $142 | $12,126-98.8% | $10,265-98.6% | $11,601-98.8% |