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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 | $30,780 | $165,361-81.4% | $149,715-79.4% | $158,950-80.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.34% | 348.24%-330.9pp | 276.66%-259.3pp | 302.91%-285.6pp |
| Employer contribution / active EE | $1,800 | $5,103-64.7% | $4,645-61.2% | $4,762-62.2% |
| Participant deferral / active EE | $3,673 | $7,182-48.8% | $6,842-46.3% | $5,983-38.6% |
| Admin fee / account holder | $16 | $10,808-99.9% | $9,310-99.8% | $11,248-99.9% |