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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 | $102,594 | $165,399-38.0% | $149,745-31.5% | $158,982-35.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.81% | 348.34%-337.5pp | 276.72%-265.9pp | 302.99%-292.2pp |
| Employer contribution / active EE | $3,391 | $5,105-33.6% | $4,646-27.0% | $4,763-28.8% |
| Participant deferral / active EE | $6,188 | $7,183-13.8% | $6,843-9.6% | $5,983+3.4% |
| Admin fee / account holder | $265 | $10,811-97.5% | $9,312-97.2% | $11,252-97.6% |