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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 | $71,466 | $165,361-56.8% | $149,715-52.3% | $158,950-55.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.23% | 348.24%-331.0pp | 276.66%-259.4pp | 302.91%-285.7pp |
| Employer contribution / active EE | $3,151 | $5,103-38.3% | $4,645-32.2% | $4,762-33.8% |
| Participant deferral / active EE | $6,487 | $7,182-9.7% | $6,842-5.2% | $5,983+8.4% |
| Admin fee / account holder | $57 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |