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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 | $62,987 | $165,381-61.9% | $149,730-57.9% | $158,966-60.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.50% | 348.29%-331.8pp | 276.70%-260.2pp | 302.95%-286.4pp |
| Employer contribution / active EE | $2,011 | $5,104-60.6% | $4,645-56.7% | $4,762-57.8% |
| Participant deferral / active EE | $3,688 | $7,182-48.7% | $6,843-46.1% | $5,983-38.4% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |