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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 | $39,254 | $162,812-75.9% | $133,971-70.7% | $158,966-75.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.99% | 41.94%-31.0pp | 45.09%-34.1pp | 302.95%-292.0pp |
| Employer contribution / active EE | $5,556 | $4,976+11.6% | $3,919+41.8% | $4,762+16.7% |
| Participant deferral / active EE | $5,276 | $5,910-10.7% | $5,047+4.5% | $5,983-11.8% |
| Admin fee / account holder | $273 | $11,741-97.7% | $8,929-96.9% | $11,250-97.6% |