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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 | $90,604 | $165,381-45.2% | $149,730-39.5% | $158,966-43.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 19.82% | 348.29%-328.5pp | 276.70%-256.9pp | 302.95%-283.1pp |
| Employer contribution / active EE | $4,315 | $5,104-15.5% | $4,645-7.1% | $4,762-9.4% |
| Participant deferral / active EE | $10,067 | $7,182+40.2% | $6,843+47.1% | $5,983+68.3% |
| Admin fee / account holder | $7 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |