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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 | $139,270 | $165,381-15.8% | $149,730-7.0% | $158,966-12.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.79% | 348.29%-330.5pp | 276.70%-258.9pp | 302.95%-285.2pp |
| Employer contribution / active EE | $2,356 | $5,104-53.9% | $4,645-49.3% | $4,762-50.5% |
| Participant deferral / active EE | $3,155 | $7,182-56.1% | $6,843-53.9% | $5,983-47.3% |
| Admin fee / account holder | $3 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |