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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 | $34,215 | $165,381-79.3% | $149,730-77.1% | $158,966-78.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 15.80% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.1pp |
| Employer contribution / active EE | $2,110 | $5,104-58.7% | $4,645-54.6% | $4,762-55.7% |
| Participant deferral / active EE | $4,756 | $7,182-33.8% | $6,843-30.5% | $5,983-20.5% |
| Admin fee / account holder | $117 | $10,809-98.9% | $9,310-98.7% | $11,250-99.0% |