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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 | $110,065 | $165,399-33.5% | $149,745-26.5% | $158,982-30.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.06% | 348.34%-321.3pp | 276.72%-249.7pp | 302.99%-275.9pp |
| Employer contribution / active EE | $1,360 | $5,105-73.4% | $4,646-70.7% | $4,763-71.4% |
| Participant deferral / active EE | $7,685 | $7,183+7.0% | $6,843+12.3% | $5,983+28.4% |
| Admin fee / account holder | $17 | $10,811-99.8% | $9,312-99.8% | $11,252-99.9% |