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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 | $74,057 | $165,399-55.2% | $149,745-50.5% | $158,982-53.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 20.73% | 348.34%-327.6pp | 276.72%-256.0pp | 302.99%-282.3pp |
| Employer contribution / active EE | $3,716 | $5,105-27.2% | $4,646-20.0% | $4,763-22.0% |
| Participant deferral / active EE | $7,979 | $7,183+11.1% | $6,843+16.6% | $5,983+33.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |