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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 | $47,463 | $165,399-71.3% | $149,745-68.3% | $158,982-70.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.60% | 348.34%-321.7pp | 276.72%-250.1pp | 302.99%-276.4pp |
| Employer contribution / active EE | $3,834 | $5,105-24.9% | $4,646-17.5% | $4,763-19.5% |
| Participant deferral / active EE | $19,169 | $7,183+166.9% | $6,843+180.1% | $5,983+220.4% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |