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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 | $68,214 | $165,381-58.8% | $149,730-54.4% | $158,966-57.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.43% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.5pp |
| Employer contribution / active EE | $4,955 | $5,104-2.9% | $4,645+6.7% | $4,762+4.0% |
| Participant deferral / active EE | $10,535 | $7,182+46.7% | $6,843+54.0% | $5,983+76.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |