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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 | $29,797 | $165,399-82.0% | $149,745-80.1% | $158,982-81.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.26% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.7pp |
| Employer contribution / active EE | $1,872 | $5,105-63.3% | $4,646-59.7% | $4,763-60.7% |
| Participant deferral / active EE | $5,397 | $7,183-24.9% | $6,843-21.1% | $5,983-9.8% |
| Admin fee / account holder | $191 | $10,811-98.2% | $9,312-97.9% | $11,252-98.3% |