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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 | $38,341 | $165,399-76.8% | $149,745-74.4% | $158,982-75.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.19% | 348.34%-326.1pp | 276.72%-254.5pp | 302.99%-280.8pp |
| Employer contribution / active EE | $4,642 | $5,105-9.1% | $4,646-0.1% | $4,763-2.5% |
| Participant deferral / active EE | $5,411 | $7,183-24.7% | $6,843-20.9% | $5,983-9.6% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |