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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 | $30,175 | $110,240-72.6% | $96,544-68.7% | $139,487-78.4% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 26.44% | 26.41%0pp | 25.88%+0.6pp | 373.84%-347.4pp |
| Employer contribution / active EE | $6,997 | $3,622+93.2% | $2,966+135.9% | $4,755+47.2% |
| Participant deferral / active EE | $5,211 | $5,549-6.1% | $4,851+7.4% | $6,713-22.4% |
| Admin fee / account holder | $171 | $11,602-98.5% | $8,254-97.9% | $11,407-98.5% |