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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 | $64,750 | $165,399-60.9% | $149,745-56.8% | $158,982-59.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 19.58% | 348.34%-328.8pp | 276.72%-257.1pp | 302.99%-283.4pp |
| Employer contribution / active EE | $3,877 | $5,105-24.0% | $4,646-16.5% | $4,763-18.6% |
| Participant deferral / active EE | $8,200 | $7,183+14.2% | $6,843+19.8% | $5,983+37.0% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |