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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 | $111,987 | $165,381-32.3% | $149,730-25.2% | $158,966-29.6% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 15.28% | 348.29%-333.0pp | 276.70%-261.4pp | 302.95%-287.7pp |
| Employer contribution / active EE | $4,368 | $5,104-14.4% | $4,645-6.0% | $4,762-8.3% |
| Participant deferral / active EE | $3,003 | $7,182-58.2% | $6,843-56.1% | $5,983-49.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |