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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 | $53,344 | $165,399-67.7% | $149,745-64.4% | $158,982-66.4% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 18.40% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $2,643 | $5,105-48.2% | $4,646-43.1% | $4,763-44.5% |
| Participant deferral / active EE | $6,406 | $7,183-10.8% | $6,843-6.4% | $5,983+7.1% |
| Admin fee / account holder | $47 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |