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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 | $30,858 | $165,381-81.3% | $149,730-79.4% | $158,966-80.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.00% | 348.29%-332.3pp | 276.70%-260.7pp | 302.95%-287.0pp |
| Employer contribution / active EE | $3,107 | $5,104-39.1% | $4,645-33.1% | $4,762-34.8% |
| Participant deferral / active EE | $2,422 | $7,182-66.3% | $6,843-64.6% | $5,983-59.5% |
| Admin fee / account holder | $205 | $10,809-98.1% | $9,310-97.8% | $11,250-98.2% |