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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 | $84,706 | $165,399-48.8% | $149,745-43.4% | $158,982-46.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 17.37% | 348.34%-331.0pp | 276.72%-259.4pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,718 | $5,105-46.8% | $4,646-41.5% | $4,763-42.9% |
| Participant deferral / active EE | $10,069 | $7,183+40.2% | $6,843+47.1% | $5,983+68.3% |
| Admin fee / account holder | $3 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |