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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 | $73,129 | $196,972-62.9% | $182,262-59.9% | $198,609-63.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.20% | 158.27%-147.1pp | 140.60%-129.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $3,486 | $5,364-35.0% | $5,046-30.9% | $5,055-31.1% |
| Participant deferral / active EE | $3,883 | $8,643-55.1% | $8,276-53.1% | $6,977-44.3% |
| Admin fee / account holder | $8 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |