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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 | $120,741 | $165,361-27.0% | $149,715-19.4% | $158,950-24.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.34% | 348.24%-333.9pp | 276.66%-262.3pp | 302.91%-288.6pp |
| Employer contribution / active EE | $3,827 | $5,103-25.0% | $4,645-17.6% | $4,762-19.6% |
| Participant deferral / active EE | $7,097 | $7,182-1.2% | $6,842+3.7% | $5,983+18.6% |
| Admin fee / account holder | $231 | $10,808-97.9% | $9,310-97.5% | $11,248-97.9% |