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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 | $28,356 | $108,922-74.0% | $100,398-71.8% | $145,978-80.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.37% | 58.04%-42.7pp | 49.32%-33.9pp | 550.52%-535.1pp |
| Employer contribution / active EE | $5,188 | $4,426+17.2% | $3,946+31.5% | $4,662+11.3% |
| Participant deferral / active EE | $11,386 | $8,450+34.8% | $8,084+40.8% | $6,690+70.2% |
| Admin fee / account holder | $170 | $9,680-98.2% | $7,893-97.8% | $13,400-98.7% |