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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 | $36,732 | $209,422-82.5% | $178,503-79.4% | $158,982-76.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.75% | 188.81%-179.1pp | 151.12%-141.4pp | 302.99%-293.2pp |
| Employer contribution / active EE | $5,752 | $5,707+0.8% | $5,011+14.8% | $4,763+20.8% |
| Participant deferral / active EE | $6,144 | $5,955+3.2% | $5,202+18.1% | $5,983+2.7% |
| Admin fee / account holder | $157 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |