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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 | $139,580 | $165,399-15.6% | $149,745-6.8% | $158,982-12.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.42% | 348.34%-324.9pp | 276.72%-253.3pp | 302.99%-279.6pp |
| Employer contribution / active EE | $2,795 | $5,105-45.2% | $4,646-39.8% | $4,763-41.3% |
| Participant deferral / active EE | $8,553 | $7,183+19.1% | $6,843+25.0% | $5,983+42.9% |
| Admin fee / account holder | $66 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |