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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 | $29,896 | $165,399-81.9% | $149,745-80.0% | $158,982-81.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.52% | 348.34%-321.8pp | 276.72%-250.2pp | 302.99%-276.5pp |
| Employer contribution / active EE | $2,243 | $5,105-56.1% | $4,646-51.7% | $4,763-52.9% |
| Participant deferral / active EE | $13,193 | $7,183+83.7% | $6,843+92.8% | $5,983+120.5% |
| Admin fee / account holder | $19 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |