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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 | $62,916 | $153,769-59.1% | $133,975-53.0% | $273,972-77.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.36% | 36.51%-32.1pp | 29.29%-24.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $3,909 | $6,029-35.2% | $5,211-25.0% | $4,869-19.7% |
| Participant deferral / active EE | $8,600 | $6,958+23.6% | $6,282+36.9% | $5,287+62.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |