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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 | $29,893 | $167,362-82.1% | $143,799-79.2% | $134,532-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 30.26% | 0.47%+29.8pp | -0.04%+30.3pp | 418.27%-388.0pp |
| Employer contribution / active EE | $6,369 | $5,620+13.3% | $4,952+28.6% | $4,741+34.3% |
| Participant deferral / active EE | $5,675 | $6,447-12.0% | $5,638+0.6% | $6,401-11.3% |
| Admin fee / account holder | $119 | $18,094-99.3% | $14,677-99.2% | $11,429-99.0% |