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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 | $92,739 | $165,361-43.9% | $149,715-38.1% | $158,950-41.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 16.05% | 348.24%-332.2pp | 276.66%-260.6pp | 302.91%-286.9pp |
| Employer contribution / active EE | $2,256 | $5,103-55.8% | $4,645-51.4% | $4,762-52.6% |
| Participant deferral / active EE | $10,237 | $7,182+42.5% | $6,842+49.6% | $5,983+71.1% |
| Admin fee / account holder | $108 | $10,808-99.0% | $9,310-98.8% | $11,248-99.0% |