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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 | $39,530 | $165,361-76.1% | $149,715-73.6% | $158,950-75.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.52% | 348.24%-328.7pp | 276.66%-257.1pp | 302.91%-283.4pp |
| Employer contribution / active EE | $5,892 | $5,103+15.4% | $4,645+26.8% | $4,762+23.7% |
| Participant deferral / active EE | $2,769 | $7,182-61.4% | $6,842-59.5% | $5,983-53.7% |
| Admin fee / account holder | $48 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |