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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 | $57,719 | $165,399-65.1% | $149,745-61.5% | $158,982-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.47% | 348.34%-318.9pp | 276.72%-247.3pp | 302.99%-273.5pp |
| Employer contribution / active EE | $2,589 | $5,105-49.3% | $4,646-44.3% | $4,763-45.6% |
| Participant deferral / active EE | $4,531 | $7,183-36.9% | $6,843-33.8% | $5,983-24.3% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |