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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 | $87,175 | $165,399-47.3% | $149,745-41.8% | $158,982-45.2% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 21.88% | 348.34%-326.5pp | 276.72%-254.8pp | 302.99%-281.1pp |
| Employer contribution / active EE | $2,804 | $5,105-45.1% | $4,646-39.6% | $4,763-41.1% |
| Participant deferral / active EE | $7,183 | $7,1830% | $6,843+5.0% | $5,983+20.0% |
| Admin fee / account holder | $11 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |