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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 | $58,573 | $165,399-64.6% | $149,745-60.9% | $158,982-63.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.48% | 348.34%-323.9pp | 276.72%-252.2pp | 302.99%-278.5pp |
| Employer contribution / active EE | $3,943 | $5,105-22.8% | $4,646-15.1% | $4,763-17.2% |
| Participant deferral / active EE | $12,437 | $7,183+73.1% | $6,843+81.7% | $5,983+107.8% |
| Admin fee / account holder | $3 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |