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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 | $33,179 | $165,399-79.9% | $149,745-77.8% | $158,982-79.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.77% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,784 | $5,105-65.0% | $4,646-61.6% | $4,763-62.5% |
| Participant deferral / active EE | $5,100 | $7,183-29.0% | $6,843-25.5% | $5,983-14.8% |
| Admin fee / account holder | $129 | $10,811-98.8% | $9,312-98.6% | $11,252-98.9% |