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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 | $27,956 | $165,381-83.1% | $149,730-81.3% | $158,966-82.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.13% | 348.29%-328.2pp | 276.70%-256.6pp | 302.95%-282.8pp |
| Employer contribution / active EE | $3,350 | $5,104-34.4% | $4,645-27.9% | $4,762-29.7% |
| Participant deferral / active EE | $4,586 | $7,182-36.1% | $6,843-33.0% | $5,983-23.3% |
| Admin fee / account holder | $104 | $10,809-99.0% | $9,310-98.9% | $11,250-99.1% |