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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 | $95,117 | $165,361-42.5% | $149,715-36.5% | $158,950-40.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 22.81% | 348.24%-325.4pp | 276.66%-253.9pp | 302.91%-280.1pp |
| Employer contribution / active EE | $4,652 | $5,103-8.9% | $4,645+0.1% | $4,762-2.3% |
| Participant deferral / active EE | $13,360 | $7,182+86.0% | $6,842+95.3% | $5,983+123.3% |
| Admin fee / account holder | $17 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |