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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 | $143,146 | $165,361-13.4% | $149,715-4.4% | $158,950-9.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.70% | 348.24%-329.5pp | 276.66%-258.0pp | 302.91%-284.2pp |
| Employer contribution / active EE | $3,568 | $5,103-30.1% | $4,645-23.2% | $4,762-25.1% |
| Participant deferral / active EE | $8,910 | $7,182+24.1% | $6,842+30.2% | $5,983+48.9% |
| Admin fee / account holder | $36 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |