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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 | $57,641 | $165,381-65.1% | $149,730-61.5% | $158,966-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.98% | 348.29%-322.3pp | 276.70%-250.7pp | 302.95%-277.0pp |
| Employer contribution / active EE | $2,520 | $5,104-50.6% | $4,645-45.8% | $4,762-47.1% |
| Participant deferral / active EE | $5,755 | $7,182-19.9% | $6,843-15.9% | $5,983-3.8% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |