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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 | $47,083 | $165,361-71.5% | $149,715-68.6% | $158,950-70.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.10% | 348.24%-328.1pp | 276.66%-256.6pp | 302.91%-282.8pp |
| Employer contribution / active EE | $5,937 | $5,103+16.3% | $4,645+27.8% | $4,762+24.7% |
| Participant deferral / active EE | $9,300 | $7,182+29.5% | $6,842+35.9% | $5,983+55.5% |
| Admin fee / account holder | $229 | $10,808-97.9% | $9,310-97.5% | $11,248-98.0% |