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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 | $154,526 | $165,361-6.6% | $149,715+3.2% | $158,950-2.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.47% | 348.24%-334.8pp | 276.66%-263.2pp | 302.91%-289.4pp |
| Employer contribution / active EE | $3,174 | $5,103-37.8% | $4,645-31.7% | $4,762-33.3% |
| Participant deferral / active EE | $7,486 | $7,182+4.2% | $6,842+9.4% | $5,983+25.1% |
| Admin fee / account holder | $91 | $10,808-99.2% | $9,310-99.0% | $11,248-99.2% |