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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 | $21,335 | $162,136-86.8% | $152,301-86.0% | $154,746-86.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 27.64% | 91.02%-63.4pp | 80.50%-52.9pp | 172.34%-144.7pp |
| Employer contribution / active EE | $6,724 | $4,890+37.5% | $4,624+45.4% | $4,379+53.5% |
| Participant deferral / active EE | $9,278 | $8,341+11.2% | $8,004+15.9% | $6,730+37.8% |
| Admin fee / account holder | $30 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |