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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 | $122,534 | $165,361-25.9% | $149,715-18.2% | $158,950-22.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 14.27% | 348.24%-334.0pp | 276.66%-262.4pp | 302.91%-288.6pp |
| Employer contribution / active EE | $1,747 | $5,103-65.8% | $4,645-62.4% | $4,762-63.3% |
| Participant deferral / active EE | $6,794 | $7,182-5.4% | $6,842-0.7% | $5,983+13.6% |
| Admin fee / account holder | $5 | $10,808-100.0% | $9,310-99.9% | $11,248-100.0% |