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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 | $58,429 | $165,381-64.7% | $149,730-61.0% | $158,966-63.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 24.13% | 348.29%-324.2pp | 276.70%-252.6pp | 302.95%-278.8pp |
| Employer contribution / active EE | $6,157 | $5,104+20.6% | $4,645+32.6% | $4,762+29.3% |
| Participant deferral / active EE | $10,307 | $7,182+43.5% | $6,843+50.6% | $5,983+72.3% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |