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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 | $45,403 | $165,399-72.5% | $149,745-69.7% | $158,982-71.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.64% | 348.34%-321.7pp | 276.72%-250.1pp | 302.99%-276.4pp |
| Employer contribution / active EE | $2,766 | $5,105-45.8% | $4,646-40.5% | $4,763-41.9% |
| Participant deferral / active EE | $8,257 | $7,183+14.9% | $6,843+20.7% | $5,983+38.0% |
| Admin fee / account holder | $7 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |