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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 | $81,463 | $165,399-50.7% | $149,745-45.6% | $158,982-48.8% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 16.29% | 348.34%-332.0pp | 276.72%-260.4pp | 302.99%-286.7pp |
| Employer contribution / active EE | $3,534 | $5,105-30.8% | $4,646-23.9% | $4,763-25.8% |
| Participant deferral / active EE | $2,569 | $7,183-64.2% | $6,843-62.5% | $5,983-57.1% |
| Admin fee / account holder | $170 | $10,811-98.4% | $9,312-98.2% | $11,252-98.5% |