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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 | $58,170 | $165,381-64.8% | $149,730-61.1% | $158,966-63.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.52% | 348.29%-333.8pp | 276.70%-262.2pp | 302.95%-288.4pp |
| Employer contribution / active EE | $2,775 | $5,104-45.6% | $4,645-40.3% | $4,762-41.7% |
| Participant deferral / active EE | $10,152 | $7,182+41.4% | $6,843+48.4% | $5,983+69.7% |
| Admin fee / account holder | $169 | $10,809-98.4% | $9,310-98.2% | $11,250-98.5% |