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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 | $65,070 | $165,381-60.7% | $149,730-56.5% | $158,966-59.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.06% | 348.29%-330.2pp | 276.70%-258.6pp | 302.95%-284.9pp |
| Employer contribution / active EE | $2,803 | $5,104-45.1% | $4,645-39.7% | $4,762-41.1% |
| Participant deferral / active EE | $7,485 | $7,182+4.2% | $6,843+9.4% | $5,983+25.1% |
| Admin fee / account holder | $29 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |