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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 | $52,532 | $165,399-68.2% | $149,745-64.9% | $158,982-67.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.87% | 348.34%-332.5pp | 276.72%-260.9pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,978 | $5,105-61.3% | $4,646-57.4% | $4,763-58.5% |
| Participant deferral / active EE | $11,757 | $7,183+63.7% | $6,843+71.8% | $5,983+96.5% |
| Admin fee / account holder | $37 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |