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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 | $46,208 | $165,381-72.1% | $149,730-69.1% | $158,966-70.9% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 14.17% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.8pp |
| Employer contribution / active EE | $2,546 | $5,104-50.1% | $4,645-45.2% | $4,762-46.5% |
| Participant deferral / active EE | $3,928 | $7,182-45.3% | $6,843-42.6% | $5,983-34.4% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |