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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 | $42,268 | $217,427-80.6% | $185,837-77.3% | $167,518-74.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.63% | 148.39%-136.8pp | 122.08%-110.4pp | 478.71%-467.1pp |
| Employer contribution / active EE | $5,479 | $5,874-6.7% | $5,168+6.0% | $4,838+13.2% |
| Participant deferral / active EE | $6,765 | $6,357+6.4% | $5,568+21.5% | $6,342+6.7% |
| Admin fee / account holder | $197 | $19,816-99.0% | $16,241-98.8% | $12,312-98.4% |