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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 | $63,565 | $135,956-53.2% | $123,894-48.7% | $273,972-76.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.04% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,228 | $5,170-37.6% | $4,617-30.1% | $4,869-33.7% |
| Participant deferral / active EE | $4,664 | $6,343-26.5% | $5,984-22.1% | $5,287-11.8% |
| Admin fee / account holder | $51 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |