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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 | $130,142 | $165,399-21.3% | $149,745-13.1% | $158,982-18.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 17.41% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $6,354 | $5,105+24.5% | $4,646+36.8% | $4,763+33.4% |
| Participant deferral / active EE | $11,551 | $7,183+60.8% | $6,843+68.8% | $5,983+93.1% |
| Admin fee / account holder | $256 | $10,811-97.6% | $9,312-97.3% | $11,252-97.7% |