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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 | $115,997 | $165,399-29.9% | $149,745-22.5% | $158,982-27.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 21.41% | 348.34%-326.9pp | 276.72%-255.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $2,944 | $5,105-42.3% | $4,646-36.6% | $4,763-38.2% |
| Participant deferral / active EE | $6,211 | $7,183-13.5% | $6,843-9.2% | $5,983+3.8% |
| Admin fee / account holder | $234 | $10,811-97.8% | $9,312-97.5% | $11,252-97.9% |