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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 | $107,744 | $135,956-20.8% | $123,894-13.0% | $273,972-60.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.54% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $18,659 | $5,170+260.9% | $4,617+304.2% | $4,869+283.2% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $201 | $9,817-98.0% | $8,357-97.6% | $10,133-98.0% |