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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 | $55,048 | $165,399-66.7% | $149,745-63.2% | $158,982-65.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 15.14% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $5,506 | $5,105+7.9% | $4,646+18.5% | $4,763+15.6% |
| Participant deferral / active EE | $3,784 | $7,183-47.3% | $6,843-44.7% | $5,983-36.8% |
| Admin fee / account holder | $60 | $10,811-99.4% | $9,312-99.4% | $11,252-99.5% |