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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 | $28,136 | $165,381-83.0% | $149,730-81.2% | $158,966-82.3% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 30.23% | 348.29%-318.1pp | 276.70%-246.5pp | 302.95%-272.7pp |
| Employer contribution / active EE | $6,179 | $5,104+21.1% | $4,645+33.0% | $4,762+29.7% |
| Participant deferral / active EE | $7,075 | $7,182-1.5% | $6,843+3.4% | $5,983+18.2% |
| Admin fee / account holder | $98 | $10,809-99.1% | $9,310-99.0% | $11,250-99.1% |