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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 | $116,190 | $135,956-14.5% | $123,894-6.2% | $273,972-57.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.42% | 56.63%-46.2pp | 47.52%-37.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $3,717 | $5,170-28.1% | $4,617-19.5% | $4,869-23.7% |
| Participant deferral / active EE | $8,975 | $6,343+41.5% | $5,984+50.0% | $5,287+69.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |