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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 | $59,416 | $165,399-64.1% | $149,745-60.3% | $158,982-62.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.96% | 348.34%-328.4pp | 276.72%-256.8pp | 302.99%-283.0pp |
| Employer contribution / active EE | $3,617 | $5,105-29.1% | $4,646-22.1% | $4,763-24.1% |
| Participant deferral / active EE | $10,008 | $7,183+39.3% | $6,843+46.3% | $5,983+67.3% |
| Admin fee / account holder | $268 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |