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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 | $111,705 | $228,395-51.1% | $185,861-39.9% | $158,982-29.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.09% | 40.82%-29.7pp | 35.96%-24.9pp | 302.99%-291.9pp |
| Employer contribution / active EE | $3,120 | $4,968-37.2% | $4,088-23.7% | $4,763-34.5% |
| Participant deferral / active EE | $3,655 | $6,417-43.0% | $5,634-35.1% | $5,983-38.9% |
| Admin fee / account holder | $4 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |