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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 | $111,922 | $202,463-44.7% | $169,397-33.9% | $139,487-19.8% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 17.40% | 532.64%-515.2pp | 406.23%-388.8pp | 373.84%-356.4pp |
| Employer contribution / active EE | $4,387 | $4,694-6.5% | $4,013+9.3% | $4,755-7.7% |
| Participant deferral / active EE | $3,902 | $6,941-43.8% | $6,223-37.3% | $6,713-41.9% |
| Admin fee / account holder | $45 | $10,726-99.6% | $9,017-99.5% | $11,407-99.6% |