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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 | $91,175 | $165,399-44.9% | $149,745-39.1% | $158,982-42.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 14.38% | 348.34%-334.0pp | 276.72%-262.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $2,691 | $5,105-47.3% | $4,646-42.1% | $4,763-43.5% |
| Participant deferral / active EE | $3,585 | $7,183-50.1% | $6,843-47.6% | $5,983-40.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |