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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 | $96,899 | $165,351-41.4% | $149,710-35.3% | $158,931-39.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.24% | 348.19%-334.9pp | 276.63%-263.4pp | 302.86%-289.6pp |
| Employer contribution / active EE | $1,846 | $5,103-63.8% | $4,645-60.3% | $4,761-61.2% |
| Participant deferral / active EE | $3,602 | $7,181-49.8% | $6,842-47.4% | $5,982-39.8% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,247-99.8% |