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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 | $44,889 | $165,399-72.9% | $149,745-70.0% | $158,982-71.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.31% | 348.34%-334.0pp | 276.72%-262.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $6,174 | $5,105+20.9% | $4,646+32.9% | $4,763+29.6% |
| Participant deferral / active EE | $3,927 | $7,183-45.3% | $6,843-42.6% | $5,983-34.4% |
| Admin fee / account holder | $186 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |