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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 | $32,166 | $165,399-80.6% | $149,745-78.5% | $158,982-79.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.66% | 348.34%-317.7pp | 276.72%-246.1pp | 302.99%-272.3pp |
| Employer contribution / active EE | $5,049 | $5,105-1.1% | $4,646+8.7% | $4,763+6.0% |
| Participant deferral / active EE | $6,663 | $7,183-7.2% | $6,843-2.6% | $5,983+11.4% |
| Admin fee / account holder | $263 | $10,811-97.6% | $9,312-97.2% | $11,252-97.7% |