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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 | $29,143 | $157,296-81.5% | $141,191-79.4% | $152,897-80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 40.76% | 64.34%-23.6pp | 71.41%-30.6pp | 345.43%-304.7pp |
| Employer contribution / active EE | $3,140 | $5,262-40.3% | $4,736-33.7% | $4,764-34.1% |
| Participant deferral / active EE | $8,029 | $7,111+12.9% | $6,710+19.7% | $5,851+37.2% |
| Admin fee / account holder | $298 | $12,125-97.5% | $10,264-97.1% | $11,599-97.4% |