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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 | $165,399-71.5% | $149,745-68.6% | $158,982-70.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.10% | 348.34%-328.2pp | 276.72%-256.6pp | 302.99%-282.9pp |
| Employer contribution / active EE | $5,937 | $5,105+16.3% | $4,646+27.8% | $4,763+24.6% |
| Participant deferral / active EE | $9,300 | $7,183+29.5% | $6,843+35.9% | $5,983+55.4% |
| Admin fee / account holder | $229 | $10,811-97.9% | $9,312-97.5% | $11,252-98.0% |