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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 | $33,964 | $148,582-77.1% | $135,942-75.0% | $139,456-75.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.67% | 79.26%-52.6pp | 68.28%-41.6pp | 373.45%-346.8pp |
| Employer contribution / active EE | $4,864 | $5,245-7.3% | $4,858+0.1% | $4,753+2.3% |
| Participant deferral / active EE | $12,179 | $8,101+50.3% | $7,759+57.0% | $6,711+81.5% |
| Admin fee / account holder | $174 | $12,402-98.6% | $10,764-98.4% | $11,407-98.5% |