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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 | $79,748 | $165,361-51.8% | $149,715-46.7% | $158,950-49.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.72% | 348.24%-325.5pp | 276.66%-253.9pp | 302.91%-280.2pp |
| Employer contribution / active EE | $3,796 | $5,103-25.6% | $4,645-18.3% | $4,762-20.3% |
| Participant deferral / active EE | $14,380 | $7,182+100.2% | $6,842+110.2% | $5,983+140.4% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |