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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 | $36,779 | $157,304-76.6% | $141,197-74.0% | $152,909-75.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.15% | 64.34%-41.2pp | 71.41%-48.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $6,863 | $5,263+30.4% | $4,736+44.9% | $4,764+44.1% |
| Participant deferral / active EE | $5,158 | $7,111-27.5% | $6,710-23.1% | $5,851-11.9% |
| Admin fee / account holder | $28 | $12,126-99.8% | $10,265-99.7% | $11,601-99.8% |