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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 | $128,386 | $165,361-22.4% | $149,715-14.2% | $158,950-19.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 14.98% | 348.24%-333.3pp | 276.66%-261.7pp | 302.91%-287.9pp |
| Employer contribution / active EE | $1,014 | $5,103-80.1% | $4,645-78.2% | $4,762-78.7% |
| Participant deferral / active EE | $3,654 | $7,182-49.1% | $6,842-46.6% | $5,983-38.9% |
| Admin fee / account holder | $9 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |