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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 | $55,881 | $165,381-66.2% | $149,730-62.7% | $158,966-64.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.75% | 348.29%-325.5pp | 276.70%-254.0pp | 302.95%-280.2pp |
| Employer contribution / active EE | $6,237 | $5,104+22.2% | $4,645+34.3% | $4,762+31.0% |
| Participant deferral / active EE | $9,841 | $7,182+37.0% | $6,843+43.8% | $5,983+64.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |