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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 | $27,447 | $165,361-83.4% | $149,715-81.7% | $158,950-82.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.08% | 348.24%-329.2pp | 276.66%-257.6pp | 302.91%-283.8pp |
| Employer contribution / active EE | $1,916 | $5,103-62.5% | $4,645-58.7% | $4,762-59.8% |
| Participant deferral / active EE | $2,395 | $7,182-66.6% | $6,842-65.0% | $5,983-60.0% |
| Admin fee / account holder | $111 | $10,808-99.0% | $9,310-98.8% | $11,248-99.0% |