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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 | $44,966 | $135,956-66.9% | $123,894-63.7% | $273,972-83.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 41.88% | 56.63%-14.7pp | 47.52%-5.6pp | 41.46%+0.4pp |
| Employer contribution / active EE | $5,246 | $5,170+1.5% | $4,617+13.6% | $4,869+7.7% |
| Participant deferral / active EE | $6,374 | $6,343+0.5% | $5,984+6.5% | $5,287+20.6% |
| Admin fee / account holder | $189 | $9,817-98.1% | $8,357-97.7% | $10,133-98.1% |