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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 | $96,518 | $165,361-41.6% | $149,715-35.5% | $158,950-39.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 25.55% | 348.24%-322.7pp | 276.66%-251.1pp | 302.91%-277.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,948 | $7,182+10.7% | $6,842+16.2% | $5,983+32.8% |
| Admin fee / account holder | $55 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |