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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 | $32,135 | $157,304-79.6% | $141,197-77.2% | $152,909-79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 56.95% | 64.34%-7.4pp | 71.41%-14.5pp | 345.46%-288.5pp |
| Employer contribution / active EE | $8,448 | $5,263+60.5% | $4,736+78.4% | $4,764+77.3% |
| Participant deferral / active EE | $12,542 | $7,111+76.4% | $6,710+86.9% | $5,851+114.3% |
| Admin fee / account holder | $97 | $12,126-99.2% | $10,265-99.1% | $11,601-99.2% |