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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 | $39,221 | $148,629-73.6% | $135,982-71.2% | $139,487-71.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 58.72% | 79.33%-20.6pp | 68.32%-9.6pp | 373.84%-315.1pp |
| Employer contribution / active EE | $5,599 | $5,247+6.7% | $4,859+15.2% | $4,755+17.7% |
| Participant deferral / active EE | $17,344 | $8,102+114.1% | $7,760+123.5% | $6,713+158.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |