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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 | $52,507 | $165,399-68.3% | $149,745-64.9% | $158,982-67.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.48% | 348.34%-329.9pp | 276.72%-258.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $4,241 | $5,105-16.9% | $4,646-8.7% | $4,763-11.0% |
| Participant deferral / active EE | $8,361 | $7,183+16.4% | $6,843+22.2% | $5,983+39.7% |
| Admin fee / account holder | $59 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |