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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 | $165,381-42.5% | $149,730-36.5% | $158,966-40.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 22.81% | 348.29%-325.5pp | 276.70%-253.9pp | 302.95%-280.1pp |
| Employer contribution / active EE | $4,652 | $5,104-8.9% | $4,645+0.1% | $4,762-2.3% |
| Participant deferral / active EE | $13,360 | $7,182+86.0% | $6,843+95.2% | $5,983+123.3% |
| Admin fee / account holder | $17 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |