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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 | $80,743 | $165,361-51.2% | $149,715-46.1% | $158,950-49.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 30.49% | 348.24%-317.7pp | 276.66%-246.2pp | 302.91%-272.4pp |
| Employer contribution / active EE | $2,214 | $5,103-56.6% | $4,645-52.3% | $4,762-53.5% |
| Participant deferral / active EE | $6,573 | $7,182-8.5% | $6,842-3.9% | $5,983+9.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |