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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 | $165,351-79.9% | $149,710-77.8% | $158,931-79.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.77% | 348.19%-333.4pp | 276.63%-261.9pp | 302.86%-288.1pp |
| Employer contribution / active EE | $1,784 | $5,103-65.0% | $4,645-61.6% | $4,761-62.5% |
| Participant deferral / active EE | $5,100 | $7,181-29.0% | $6,842-25.5% | $5,982-14.7% |
| Admin fee / account holder | $129 | $10,807-98.8% | $9,309-98.6% | $11,247-98.8% |