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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 | $42,158 | $165,381-74.5% | $149,730-71.8% | $158,966-73.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.01% | 348.29%-315.3pp | 276.70%-243.7pp | 302.95%-269.9pp |
| Employer contribution / active EE | $6,032 | $5,104+18.2% | $4,645+29.8% | $4,762+26.7% |
| Participant deferral / active EE | $9,735 | $7,182+35.5% | $6,843+42.3% | $5,983+62.7% |
| Admin fee / account holder | $165 | $10,809-98.5% | $9,310-98.2% | $11,250-98.5% |