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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 | $62,790 | $165,381-62.0% | $149,730-58.1% | $158,966-60.5% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 38.67% | 348.29%-309.6pp | 276.70%-238.0pp | 302.95%-264.3pp |
| Employer contribution / active EE | $6,063 | $5,104+18.8% | $4,645+30.5% | $4,762+27.3% |
| Participant deferral / active EE | $10,099 | $7,182+40.6% | $6,843+47.6% | $5,983+68.8% |
| Admin fee / account holder | $178 | $10,809-98.4% | $9,310-98.1% | $11,250-98.4% |