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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 | $59,202 | $165,381-64.2% | $149,730-60.5% | $158,966-62.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.89% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $3,471 | $5,104-32.0% | $4,645-25.3% | $4,762-27.1% |
| Participant deferral / active EE | $7,893 | $7,182+9.9% | $6,843+15.4% | $5,983+31.9% |
| Admin fee / account holder | $70 | $10,809-99.4% | $9,310-99.2% | $11,250-99.4% |