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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 | $165,399-49.1% | $149,745-43.8% | $158,982-47.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 15.02% | 348.34%-333.3pp | 276.72%-261.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $8,811 | $5,105+72.6% | $4,646+89.7% | $4,763+85.0% |
| Participant deferral / active EE | $12,392 | $7,183+72.5% | $6,843+81.1% | $5,983+107.1% |
| Admin fee / account holder | $270 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |