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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 | $77,900 | $165,381-52.9% | $149,730-48.0% | $158,966-51.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 18.39% | 348.29%-329.9pp | 276.70%-258.3pp | 302.95%-284.6pp |
| Employer contribution / active EE | $1,769 | $5,104-65.3% | $4,645-61.9% | $4,762-62.8% |
| Participant deferral / active EE | $7,598 | $7,182+5.8% | $6,843+11.0% | $5,983+27.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |