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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 | $28,650 | $165,381-82.7% | $149,730-80.9% | $158,966-82.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.43% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.5pp |
| Employer contribution / active EE | $2,425 | $5,104-52.5% | $4,645-47.8% | $4,762-49.1% |
| Participant deferral / active EE | $4,393 | $7,182-38.8% | $6,843-35.8% | $5,983-26.6% |
| Admin fee / account holder | $148 | $10,809-98.6% | $9,310-98.4% | $11,250-98.7% |