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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 | $165,399-68.5% | $149,745-65.3% | $158,982-67.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.74% | 348.34%-325.6pp | 276.72%-254.0pp | 302.99%-280.2pp |
| Employer contribution / active EE | $3,418 | $5,105-33.0% | $4,646-26.4% | $4,763-28.2% |
| Participant deferral / active EE | $9,896 | $7,183+37.8% | $6,843+44.6% | $5,983+65.4% |
| Admin fee / account holder | $78 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |