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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 | $183,592-86.3% | $155,567-83.9% | $145,959-82.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.79% | 61.24%-35.4pp | 64.74%-38.9pp | 561.95%-536.2pp |
| Employer contribution / active EE | $5,780 | $5,315+8.8% | $4,674+23.7% | $4,661+24.0% |
| Participant deferral / active EE | $12,908 | $6,464+99.7% | $5,628+129.4% | $6,689+93.0% |
| Admin fee / account holder | $129 | $19,318-99.3% | $15,916-99.2% | $13,398-99.0% |