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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 | $90,506 | $165,381-45.3% | $149,730-39.6% | $158,966-43.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.70% | 348.29%-329.6pp | 276.70%-258.0pp | 302.95%-284.3pp |
| Employer contribution / active EE | $4,320 | $5,104-15.4% | $4,645-7.0% | $4,762-9.3% |
| Participant deferral / active EE | $10,049 | $7,182+39.9% | $6,843+46.9% | $5,983+68.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |