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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 | $54,480 | $165,361-67.1% | $149,715-63.6% | $158,950-65.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.35% | 348.24%-330.9pp | 276.66%-259.3pp | 302.91%-285.6pp |
| Employer contribution / active EE | $5,700 | $5,103+11.7% | $4,645+22.7% | $4,762+19.7% |
| Participant deferral / active EE | $14,750 | $7,182+105.4% | $6,842+115.6% | $5,983+146.5% |
| Admin fee / account holder | $183 | $10,808-98.3% | $9,310-98.0% | $11,248-98.4% |