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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 | $30,138 | $183,516-83.6% | $155,534-80.6% | $145,884-79.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 17.58% | 61.43%-43.8pp | 64.92%-47.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $6,833 | $5,315+28.6% | $4,675+46.2% | $4,662+46.6% |
| Participant deferral / active EE | $7,090 | $6,467+9.6% | $5,630+25.9% | $6,690+6.0% |
| Admin fee / account holder | $83 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |