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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 | $78,809 | $165,381-52.3% | $149,730-47.4% | $158,966-50.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.24% | 348.29%-339.1pp | 276.70%-267.5pp | 302.95%-293.7pp |
| Employer contribution / active EE | $5,756 | $5,104+12.8% | $4,645+23.9% | $4,762+20.9% |
| Participant deferral / active EE | $8,661 | $7,182+20.6% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $290 | $10,809-97.3% | $9,310-96.9% | $11,250-97.4% |