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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 | $52,042 | $148,623-65.0% | $135,974-61.7% | $139,466-62.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.78% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.9pp |
| Employer contribution / active EE | $1,650 | $5,246-68.5% | $4,859-66.0% | $4,754-65.3% |
| Participant deferral / active EE | $6,266 | $8,103-22.7% | $7,760-19.2% | $6,712-6.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |