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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 | $84,179 | $165,361-49.1% | $149,715-43.8% | $158,950-47.0% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 15.02% | 348.24%-333.2pp | 276.66%-261.6pp | 302.91%-287.9pp |
| Employer contribution / active EE | $8,811 | $5,103+72.6% | $4,645+89.7% | $4,762+85.0% |
| Participant deferral / active EE | $12,392 | $7,182+72.6% | $6,842+81.1% | $5,983+107.1% |
| Admin fee / account holder | $270 | $10,808-97.5% | $9,310-97.1% | $11,248-97.6% |