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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 | $165,399-83.0% | $149,745-81.2% | $158,982-82.3% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 11.05% | 348.34%-337.3pp | 276.72%-265.7pp | 302.99%-291.9pp |
| Employer contribution / active EE | $2,080 | $5,105-59.2% | $4,646-55.2% | $4,763-56.3% |
| Participant deferral / active EE | $4,640 | $7,183-35.4% | $6,843-32.2% | $5,983-22.5% |
| Admin fee / account holder | $277 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |