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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 | $46,691 | $197,637-76.4% | $177,848-73.7% | $158,982-70.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.03% | 58.77%-35.7pp | 48.33%-25.3pp | 302.99%-280.0pp |
| Employer contribution / active EE | $7,310 | $6,698+9.1% | $5,919+23.5% | $4,763+53.5% |
| Participant deferral / active EE | $5,538 | $8,405-34.1% | $7,714-28.2% | $5,983-7.4% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |