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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 | $57,747 | $165,361-65.1% | $149,715-61.4% | $158,950-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.22% | 348.24%-326.0pp | 276.66%-254.4pp | 302.91%-280.7pp |
| Employer contribution / active EE | $1,173 | $5,103-77.0% | $4,645-74.7% | $4,762-75.4% |
| Participant deferral / active EE | $5,952 | $7,182-17.1% | $6,842-13.0% | $5,983-0.5% |
| Admin fee / account holder | $146 | $10,808-98.7% | $9,310-98.4% | $11,248-98.7% |