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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 | $39,635 | $165,381-76.0% | $149,730-73.5% | $158,966-75.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 34.32% | 348.29%-314.0pp | 276.70%-242.4pp | 302.95%-268.6pp |
| Employer contribution / active EE | $10,273 | $5,104+101.3% | $4,645+121.1% | $4,762+115.7% |
| Participant deferral / active EE | $6,456 | $7,182-10.1% | $6,843-5.6% | $5,983+7.9% |
| Admin fee / account holder | $120 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |