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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 | $25,062 | $183,627-86.4% | $155,602-83.9% | $145,978-82.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.79% | 61.32%-35.5pp | 64.81%-39.0pp | 550.52%-524.7pp |
| Employer contribution / active EE | $5,780 | $5,316+8.7% | $4,675+23.6% | $4,662+24.0% |
| Participant deferral / active EE | $12,908 | $6,466+99.6% | $5,629+129.3% | $6,690+93.0% |
| Admin fee / account holder | $129 | $19,327-99.3% | $15,923-99.2% | $13,400-99.0% |