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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 | $31,900 | $162,812-80.4% | $133,971-76.2% | $158,966-79.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.60% | 41.94%-12.3pp | 45.09%-15.5pp | 302.95%-273.3pp |
| Employer contribution / active EE | $5,194 | $4,976+4.4% | $3,919+32.5% | $4,762+9.1% |
| Participant deferral / active EE | $4,900 | $5,910-17.1% | $5,047-2.9% | $5,983-18.1% |
| Admin fee / account holder | $107 | $11,741-99.1% | $8,929-98.8% | $11,250-99.1% |