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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 | $72,771 | $165,381-56.0% | $149,730-51.4% | $158,966-54.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 25.22% | 348.29%-323.1pp | 276.70%-251.5pp | 302.95%-277.7pp |
| Employer contribution / active EE | $2,634 | $5,104-48.4% | $4,645-43.3% | $4,762-44.7% |
| Participant deferral / active EE | $8,242 | $7,182+14.7% | $6,843+20.4% | $5,983+37.7% |
| Admin fee / account holder | $26 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |