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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 | $88,357 | $165,381-46.6% | $149,730-41.0% | $158,966-44.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.46% | 348.29%-338.8pp | 276.70%-267.2pp | 302.95%-293.5pp |
| Employer contribution / active EE | $2,277 | $5,104-55.4% | $4,645-51.0% | $4,762-52.2% |
| Participant deferral / active EE | $8,808 | $7,182+22.6% | $6,843+28.7% | $5,983+47.2% |
| Admin fee / account holder | $278 | $10,809-97.4% | $9,310-97.0% | $11,250-97.5% |