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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 | $77,606 | $168,635-54.0% | $147,617-47.4% | $125,389-38.1% |
| Participation rate | 90.5% | 88.8%+1.7pp | 84.6%+5.9pp | 83.2%+7.3pp |
| Annual return | 2.00% | 77.65%-75.6pp | 61.98%-60.0pp | 282.24%-280.2pp |
| Employer contribution / active EE | $6,705 | $6,252+7.2% | $5,564+20.5% | $4,866+37.8% |
| Participant deferral / active EE | $3,261 | $5,507-40.8% | $4,895-33.4% | $5,352-39.1% |
| Admin fee / account holder | $220 | $13,580-98.4% | $11,612-98.1% | $9,541-97.7% |