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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 | $86,422 | $165,381-47.7% | $149,730-42.3% | $158,966-45.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.92% | 348.29%-325.4pp | 276.70%-253.8pp | 302.95%-280.0pp |
| Employer contribution / active EE | $6,618 | $5,104+29.6% | $4,645+42.5% | $4,762+39.0% |
| Participant deferral / active EE | $3,431 | $7,182-52.2% | $6,843-49.9% | $5,983-42.7% |
| Admin fee / account holder | $258 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |