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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 | $40,591 | $165,399-75.5% | $149,745-72.9% | $158,982-74.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.18% | 348.34%-333.2pp | 276.72%-261.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $4,555 | $5,105-10.8% | $4,646-2.0% | $4,763-4.4% |
| Participant deferral / active EE | $4,501 | $7,183-37.3% | $6,843-34.2% | $5,983-24.8% |
| Admin fee / account holder | $182 | $10,811-98.3% | $9,312-98.0% | $11,252-98.4% |