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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 | $91,044 | $165,381-44.9% | $149,730-39.2% | $158,966-42.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 26.65% | 348.29%-321.6pp | 276.70%-250.0pp | 302.95%-276.3pp |
| Employer contribution / active EE | $1,435 | $5,104-71.9% | $4,645-69.1% | $4,762-69.9% |
| Participant deferral / active EE | $4,832 | $7,182-32.7% | $6,843-29.4% | $5,983-19.2% |
| Admin fee / account holder | $34 | $10,809-99.7% | $9,310-99.6% | $11,250-99.7% |