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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 | $52,132 | $165,361-68.5% | $149,715-65.2% | $158,950-67.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.63% | 348.24%-327.6pp | 276.66%-256.0pp | 302.91%-282.3pp |
| Employer contribution / active EE | $3,279 | $5,103-35.8% | $4,645-29.4% | $4,762-31.1% |
| Participant deferral / active EE | $9,461 | $7,182+31.7% | $6,842+38.3% | $5,983+58.1% |
| Admin fee / account holder | $114 | $10,808-98.9% | $9,310-98.8% | $11,248-99.0% |