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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 | $83,304 | $165,399-49.6% | $149,745-44.4% | $158,982-47.6% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 17.62% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $2,771 | $5,105-45.7% | $4,646-40.3% | $4,763-41.8% |
| Participant deferral / active EE | $5,970 | $7,183-16.9% | $6,843-12.8% | $5,983-0.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |