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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 | $105,995 | $135,956-22.0% | $123,894-14.4% | $273,972-61.3% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 8.16% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $14,112 | $5,170+173.0% | $4,617+205.7% | $4,869+189.8% |
| Participant deferral / active EE | $4,214 | $6,343-33.6% | $5,984-29.6% | $5,287-20.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |