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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 | $37,162 | $168,635-78.0% | $147,617-74.8% | $125,389-70.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 25.33% | 77.65%-52.3pp | 61.98%-36.7pp | 282.24%-256.9pp |
| Employer contribution / active EE | $8,041 | $6,252+28.6% | $5,564+44.5% | $4,866+65.2% |
| Participant deferral / active EE | $4,370 | $5,507-20.6% | $4,895-10.7% | $5,352-18.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |