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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 | $66,066 | $88,707-25.5% | $74,184-10.9% | $273,972-75.9% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 32.55% | 11.94%+20.6pp | 17.74%+14.8pp | 41.46%-8.9pp |
| Employer contribution / active EE | $2,989 | $3,159-5.4% | $2,370+26.1% | $4,869-38.6% |
| Participant deferral / active EE | $6,169 | $4,212+46.5% | $3,550+73.8% | $5,287+16.7% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |