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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 | $107,770 | $176,105-38.8% | $159,474-32.4% | $167,536-35.7% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 25.77% | 331.91%-306.1pp | 263.68%-237.9pp | 478.82%-453.0pp |
| Employer contribution / active EE | $1,459 | $5,299-72.5% | $4,831-69.8% | $4,839-69.9% |
| Participant deferral / active EE | $7,938 | $7,751+2.4% | $7,353+8.0% | $6,342+25.2% |
| Admin fee / account holder | $99 | $12,559-99.2% | $10,802-99.1% | $12,315-99.2% |