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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 | $36,526 | $196,972-81.5% | $182,262-80.0% | $198,609-81.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 28.71% | 158.27%-129.6pp | 140.60%-111.9pp | 202.70%-174.0pp |
| Employer contribution / active EE | $3,643 | $5,364-32.1% | $5,046-27.8% | $5,055-27.9% |
| Participant deferral / active EE | $10,164 | $8,643+17.6% | $8,276+22.8% | $6,977+45.7% |
| Admin fee / account holder | $20 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |