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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 | $26,847 | $157,276-82.9% | $141,177-81.0% | $152,885-82.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.65% | 64.33%-44.7pp | 71.40%-51.8pp | 345.39%-325.7pp |
| Employer contribution / active EE | $5,482 | $5,262+4.2% | $4,736+15.8% | $4,763+15.1% |
| Participant deferral / active EE | $6,297 | $7,110-11.4% | $6,710-6.2% | $5,851+7.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |