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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 | $74,353 | $165,399-55.0% | $149,745-50.3% | $158,982-53.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.40% | 348.34%-331.9pp | 276.72%-260.3pp | 302.99%-286.6pp |
| Employer contribution / active EE | $3,110 | $5,105-39.1% | $4,646-33.1% | $4,763-34.7% |
| Participant deferral / active EE | $9,321 | $7,183+29.8% | $6,843+36.2% | $5,983+55.8% |
| Admin fee / account holder | $231 | $10,811-97.9% | $9,312-97.5% | $11,252-97.9% |