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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 | $66,887 | $165,399-59.6% | $149,745-55.3% | $158,982-57.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.33% | 348.34%-329.0pp | 276.72%-257.4pp | 302.99%-283.7pp |
| Employer contribution / active EE | $6,784 | $5,105+32.9% | $4,646+46.0% | $4,763+42.4% |
| Participant deferral / active EE | $8,736 | $7,183+21.6% | $6,843+27.7% | $5,983+46.0% |
| Admin fee / account holder | $160 | $10,811-98.5% | $9,312-98.3% | $11,252-98.6% |