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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 | $88,267 | $165,381-46.6% | $149,730-41.0% | $158,966-44.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 19.70% | 348.29%-328.6pp | 276.70%-257.0pp | 302.95%-283.2pp |
| Employer contribution / active EE | $6,222 | $5,104+21.9% | $4,645+34.0% | $4,762+30.7% |
| Participant deferral / active EE | $3,229 | $7,182-55.0% | $6,843-52.8% | $5,983-46.0% |
| Admin fee / account holder | $109 | $10,809-99.0% | $9,310-98.8% | $11,250-99.0% |