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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 | $105,876 | $165,361-36.0% | $149,715-29.3% | $158,950-33.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.51% | 348.24%-334.7pp | 276.66%-263.2pp | 302.91%-289.4pp |
| Employer contribution / active EE | $2,598 | $5,103-49.1% | $4,645-44.1% | $4,762-45.4% |
| Participant deferral / active EE | $8,458 | $7,182+17.8% | $6,842+23.6% | $5,983+41.4% |
| Admin fee / account holder | $17 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |