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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 | $116,743 | $165,361-29.4% | $149,715-22.0% | $158,950-26.6% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 15.28% | 348.24%-333.0pp | 276.66%-261.4pp | 302.91%-287.6pp |
| Employer contribution / active EE | $1,289 | $5,103-74.7% | $4,645-72.2% | $4,762-72.9% |
| Participant deferral / active EE | $9,747 | $7,182+35.7% | $6,842+42.5% | $5,983+62.9% |
| Admin fee / account holder | $13 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |