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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 | $100,789 | $135,956-25.9% | $123,894-18.6% | $273,972-63.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.54% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,485 | $5,170-32.6% | $4,617-24.5% | $4,869-28.4% |
| Participant deferral / active EE | $8,830 | $6,343+39.2% | $5,984+47.5% | $5,287+67.0% |
| Admin fee / account holder | $89 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |