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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 | $95,525 | $165,361-42.2% | $149,715-36.2% | $158,950-39.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 23.58% | 348.24%-324.7pp | 276.66%-253.1pp | 302.91%-279.3pp |
| Employer contribution / active EE | $2,507 | $5,103-50.9% | $4,645-46.0% | $4,762-47.3% |
| Participant deferral / active EE | $7,842 | $7,182+9.2% | $6,842+14.6% | $5,983+31.1% |
| Admin fee / account holder | $241 | $10,808-97.8% | $9,310-97.4% | $11,248-97.9% |