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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 | $56,192 | $165,399-66.0% | $149,745-62.5% | $158,982-64.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.71% | 348.34%-323.6pp | 276.72%-252.0pp | 302.99%-278.3pp |
| Employer contribution / active EE | $2,611 | $5,105-48.9% | $4,646-43.8% | $4,763-45.2% |
| Participant deferral / active EE | $2,782 | $7,183-61.3% | $6,843-59.4% | $5,983-53.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |