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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 | $42,251 | $148,582-71.6% | $135,942-68.9% | $139,456-69.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.67% | 79.26%-59.6pp | 68.28%-48.6pp | 373.45%-353.8pp |
| Employer contribution / active EE | $3,790 | $5,245-27.7% | $4,858-22.0% | $4,753-20.3% |
| Participant deferral / active EE | $14,549 | $8,101+79.6% | $7,759+87.5% | $6,711+116.8% |
| Admin fee / account holder | $280 | $12,402-97.7% | $10,764-97.4% | $11,407-97.5% |