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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 | $76,268 | $165,361-53.9% | $149,715-49.1% | $158,950-52.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.95% | 348.24%-330.3pp | 276.66%-258.7pp | 302.91%-285.0pp |
| Employer contribution / active EE | $5,409 | $5,103+6.0% | $4,645+16.4% | $4,762+13.6% |
| Participant deferral / active EE | $13,181 | $7,182+83.5% | $6,842+92.6% | $5,983+120.3% |
| Admin fee / account holder | $63 | $10,808-99.4% | $9,310-99.3% | $11,248-99.4% |