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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 | $41,074 | $183,592-77.6% | $155,574-73.6% | $145,877-71.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.94% | 61.37%-42.4pp | 64.87%-45.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $3,505 | $5,317-34.1% | $4,676-25.0% | $4,663-24.8% |
| Participant deferral / active EE | $5,018 | $6,466-22.4% | $5,629-10.9% | $6,691-25.0% |
| Admin fee / account holder | $17 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |