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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 | $165,399-36.0% | $149,745-29.3% | $158,982-33.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.51% | 348.34%-334.8pp | 276.72%-263.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $2,598 | $5,105-49.1% | $4,646-44.1% | $4,763-45.4% |
| Participant deferral / active EE | $8,458 | $7,183+17.7% | $6,843+23.6% | $5,983+41.3% |
| Admin fee / account holder | $17 | $10,811-99.8% | $9,312-99.8% | $11,252-99.9% |