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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 | $25,058 | $165,361-84.8% | $149,715-83.3% | $158,950-84.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.12% | 348.24%-326.1pp | 276.66%-254.5pp | 302.91%-280.8pp |
| Employer contribution / active EE | $3,460 | $5,103-32.2% | $4,645-25.5% | $4,762-27.3% |
| Participant deferral / active EE | $11,730 | $7,182+63.3% | $6,842+71.4% | $5,983+96.1% |
| Admin fee / account holder | $103 | $10,808-99.0% | $9,310-98.9% | $11,248-99.1% |