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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 | $38,949 | $165,381-76.4% | $149,730-74.0% | $158,966-75.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.01% | 348.29%-319.3pp | 276.70%-247.7pp | 302.95%-273.9pp |
| Employer contribution / active EE | $5,541 | $5,104+8.6% | $4,645+19.3% | $4,762+16.4% |
| Participant deferral / active EE | $9,110 | $7,182+26.8% | $6,843+33.1% | $5,983+52.3% |
| Admin fee / account holder | $140 | $10,809-98.7% | $9,310-98.5% | $11,250-98.8% |