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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 | $52,026 | $165,351-68.5% | $149,710-65.2% | $158,931-67.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.74% | 348.19%-325.4pp | 276.63%-253.9pp | 302.86%-280.1pp |
| Employer contribution / active EE | $3,418 | $5,103-33.0% | $4,645-26.4% | $4,761-28.2% |
| Participant deferral / active EE | $9,896 | $7,181+37.8% | $6,842+44.6% | $5,982+65.4% |
| Admin fee / account holder | $78 | $10,807-99.3% | $9,309-99.2% | $11,247-99.3% |