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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 | $44,868 | $209,336-78.6% | $197,124-77.2% | $137,256-67.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.73% | 48.09%-17.4pp | 44.34%-13.6pp | 220.34%-189.6pp |
| Employer contribution / active EE | $6,929 | $6,591+5.1% | $6,227+11.3% | $4,156+66.7% |
| Participant deferral / active EE | $8,458 | $9,614-12.0% | $9,135-7.4% | $6,407+32.0% |
| Admin fee / account holder | $27 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |