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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 | $67,927 | $165,381-58.9% | $149,730-54.6% | $158,966-57.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 27.91% | 348.29%-320.4pp | 276.70%-248.8pp | 302.95%-275.0pp |
| Employer contribution / active EE | $8,726 | $5,104+71.0% | $4,645+87.9% | $4,762+83.2% |
| Participant deferral / active EE | $14,994 | $7,182+108.8% | $6,843+119.1% | $5,983+150.6% |
| Admin fee / account holder | $70 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |