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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 | $38,170 | $148,623-74.3% | $135,974-71.9% | $139,466-72.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.95% | 79.30%-55.4pp | 68.30%-44.4pp | 373.66%-349.7pp |
| Employer contribution / active EE | $3,752 | $5,246-28.5% | $4,859-22.8% | $4,754-21.1% |
| Participant deferral / active EE | $9,466 | $8,103+16.8% | $7,760+22.0% | $6,712+41.0% |
| Admin fee / account holder | $214 | $12,406-98.3% | $10,767-98.0% | $11,409-98.1% |