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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 | $107,620 | $135,956-20.8% | $123,894-13.1% | $273,972-60.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.27% | 56.63%-49.4pp | 47.52%-40.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $10,139 | $5,170+96.1% | $4,617+119.6% | $4,869+108.3% |
| Participant deferral / active EE | $10,812 | $6,343+70.5% | $5,984+80.7% | $5,287+104.5% |
| Admin fee / account holder | $18 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |