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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 | $32,053 | $165,381-80.6% | $149,730-78.6% | $158,966-79.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.81% | 348.29%-314.5pp | 276.70%-242.9pp | 302.95%-269.1pp |
| Employer contribution / active EE | $8,681 | $5,104+70.1% | $4,645+86.9% | $4,762+82.3% |
| Participant deferral / active EE | $9,012 | $7,182+25.5% | $6,843+31.7% | $5,983+50.6% |
| Admin fee / account holder | $9 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |