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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 | $112,791 | $165,361-31.8% | $149,715-24.7% | $158,950-29.0% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 16.11% | 348.24%-332.1pp | 276.66%-260.5pp | 302.91%-286.8pp |
| Employer contribution / active EE | $9,027 | $5,103+76.9% | $4,645+94.4% | $4,762+89.6% |
| Participant deferral / active EE | $4,772 | $7,182-33.5% | $6,842-30.3% | $5,983-20.2% |
| Admin fee / account holder | $75 | $10,808-99.3% | $9,310-99.2% | $11,248-99.3% |