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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 | $50,139 | $198,457-74.7% | $170,435-70.6% | $147,586-66.0% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 16.35% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.2pp |
| Employer contribution / active EE | $7,810 | $6,183+26.3% | $5,432+43.8% | $4,876+60.2% |
| Participant deferral / active EE | $8,425 | $5,629+49.7% | $4,939+70.6% | $5,439+54.9% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |