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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 | $80,195 | $165,399-51.5% | $149,745-46.4% | $158,982-49.6% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 18.86% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.1pp |
| Employer contribution / active EE | $3,816 | $5,105-25.3% | $4,646-17.9% | $4,763-19.9% |
| Participant deferral / active EE | $9,687 | $7,183+34.9% | $6,843+41.6% | $5,983+61.9% |
| Admin fee / account holder | $40 | $10,811-99.6% | $9,312-99.6% | $11,252-99.6% |