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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 | $37,137 | $165,381-77.5% | $149,730-75.2% | $158,966-76.6% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 43.03% | 348.29%-305.3pp | 276.70%-233.7pp | 302.95%-259.9pp |
| Employer contribution / active EE | $6,016 | $5,104+17.9% | $4,645+29.5% | $4,762+26.3% |
| Participant deferral / active EE | $11,676 | $7,182+62.6% | $6,843+70.6% | $5,983+95.1% |
| Admin fee / account holder | $130 | $10,809-98.8% | $9,310-98.6% | $11,250-98.8% |