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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 | $39,252 | $165,381-76.3% | $149,730-73.8% | $158,966-75.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.31% | 348.29%-329.0pp | 276.70%-257.4pp | 302.95%-283.6pp |
| Employer contribution / active EE | $9,037 | $5,104+77.1% | $4,645+94.5% | $4,762+89.8% |
| Participant deferral / active EE | $7,166 | $7,182-0.2% | $6,843+4.7% | $5,983+19.8% |
| Admin fee / account holder | $133 | $10,809-98.8% | $9,310-98.6% | $11,250-98.8% |