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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 | $38,051 | $165,381-77.0% | $149,730-74.6% | $158,966-76.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.66% | 348.29%-324.6pp | 276.70%-253.0pp | 302.95%-279.3pp |
| Employer contribution / active EE | $2,364 | $5,104-53.7% | $4,645-49.1% | $4,762-50.4% |
| Participant deferral / active EE | $6,090 | $7,182-15.2% | $6,843-11.0% | $5,983+1.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |