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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 | $79,430 | $165,381-52.0% | $149,730-47.0% | $158,966-50.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 22.76% | 348.29%-325.5pp | 276.70%-253.9pp | 302.95%-280.2pp |
| Employer contribution / active EE | $2,238 | $5,104-56.2% | $4,645-51.8% | $4,762-53.0% |
| Participant deferral / active EE | $11,087 | $7,182+54.4% | $6,843+62.0% | $5,983+85.3% |
| Admin fee / account holder | $23 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |