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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 | $32,070 | $148,623-78.4% | $135,974-76.4% | $139,466-77.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 28.68% | 79.30%-50.6pp | 68.30%-39.6pp | 373.66%-345.0pp |
| Employer contribution / active EE | $4,469 | $5,246-14.8% | $4,859-8.0% | $4,754-6.0% |
| Participant deferral / active EE | $11,381 | $8,103+40.5% | $7,760+46.7% | $6,712+69.6% |
| Admin fee / account holder | $276 | $12,406-97.8% | $10,767-97.4% | $11,409-97.6% |