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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 | $31,250 | $165,381-81.1% | $149,730-79.1% | $158,966-80.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.81% | 348.29%-333.5pp | 276.70%-261.9pp | 302.95%-288.1pp |
| Employer contribution / active EE | $2,999 | $5,104-41.2% | $4,645-35.4% | $4,762-37.0% |
| Participant deferral / active EE | $5,706 | $7,182-20.6% | $6,843-16.6% | $5,983-4.6% |
| Admin fee / account holder | $259 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |