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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 | $47,139 | $165,381-71.5% | $149,730-68.5% | $158,966-70.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.51% | 348.29%-320.8pp | 276.70%-249.2pp | 302.95%-275.4pp |
| Employer contribution / active EE | $5,605 | $5,104+9.8% | $4,645+20.7% | $4,762+17.7% |
| Participant deferral / active EE | $12,827 | $7,182+78.6% | $6,843+87.5% | $5,983+114.4% |
| Admin fee / account holder | $22 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |