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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 | $67,756 | $165,399-59.0% | $149,745-54.8% | $158,982-57.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 24.41% | 348.34%-323.9pp | 276.72%-252.3pp | 302.99%-278.6pp |
| Employer contribution / active EE | $2,739 | $5,105-46.3% | $4,646-41.0% | $4,763-42.5% |
| Participant deferral / active EE | $4,094 | $7,183-43.0% | $6,843-40.2% | $5,983-31.6% |
| Admin fee / account holder | $90 | $10,811-99.2% | $9,312-99.0% | $11,252-99.2% |