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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 | $58,536 | $165,361-64.6% | $149,715-60.9% | $158,950-63.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.77% | 348.24%-324.5pp | 276.66%-252.9pp | 302.91%-279.1pp |
| Employer contribution / active EE | $4,884 | $5,103-4.3% | $4,645+5.2% | $4,762+2.6% |
| Participant deferral / active EE | $15,192 | $7,182+111.5% | $6,842+122.0% | $5,983+153.9% |
| Admin fee / account holder | $74 | $10,808-99.3% | $9,310-99.2% | $11,248-99.3% |