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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 | $28,114 | $165,361-83.0% | $149,715-81.2% | $158,950-82.3% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 11.05% | 348.24%-337.2pp | 276.66%-265.6pp | 302.91%-291.9pp |
| Employer contribution / active EE | $2,080 | $5,103-59.2% | $4,645-55.2% | $4,762-56.3% |
| Participant deferral / active EE | $4,640 | $7,182-35.4% | $6,842-32.2% | $5,983-22.4% |
| Admin fee / account holder | $277 | $10,808-97.4% | $9,310-97.0% | $11,248-97.5% |