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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 | $41,803 | $168,635-75.2% | $147,617-71.7% | $125,389-66.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.94% | 77.65%-75.7pp | 61.98%-60.0pp | 282.24%-280.3pp |
| Employer contribution / active EE | $5,523 | $6,252-11.7% | $5,564-0.7% | $4,866+13.5% |
| Participant deferral / active EE | $3,205 | $5,507-41.8% | $4,895-34.5% | $5,352-40.1% |
| Admin fee / account holder | $156 | $13,580-98.9% | $11,612-98.7% | $9,541-98.4% |