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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 | $95,048 | $165,399-42.5% | $149,745-36.5% | $158,982-40.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.36% | 348.34%-322.0pp | 276.72%-250.4pp | 302.99%-276.6pp |
| Employer contribution / active EE | $3,582 | $5,105-29.8% | $4,646-22.9% | $4,763-24.8% |
| Participant deferral / active EE | $15,151 | $7,183+110.9% | $6,843+121.4% | $5,983+153.2% |
| Admin fee / account holder | $5 | $10,811-99.9% | $9,312-99.9% | $11,252-100.0% |