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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 | $85,643 | $165,399-48.2% | $149,745-42.8% | $158,982-46.1% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 21.95% | 348.34%-326.4pp | 276.72%-254.8pp | 302.99%-281.0pp |
| Employer contribution / active EE | $2,985 | $5,105-41.5% | $4,646-35.8% | $4,763-37.3% |
| Participant deferral / active EE | $6,743 | $7,183-6.1% | $6,843-1.5% | $5,983+12.7% |
| Admin fee / account holder | $276 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |