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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 | $28,850 | $165,399-82.6% | $149,745-80.7% | $158,982-81.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.01% | 348.34%-320.3pp | 276.72%-248.7pp | 302.99%-275.0pp |
| Employer contribution / active EE | $3,385 | $5,105-33.7% | $4,646-27.1% | $4,763-28.9% |
| Participant deferral / active EE | $6,728 | $7,183-6.3% | $6,843-1.7% | $5,983+12.4% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |