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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 | $85,404 | $135,956-37.2% | $123,894-31.1% | $273,972-68.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.49% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $13,322 | $5,170+157.7% | $4,617+188.6% | $4,869+173.6% |
| Participant deferral / active EE | $9,101 | $6,343+43.5% | $5,984+52.1% | $5,287+72.1% |
| Admin fee / account holder | $129 | $9,817-98.7% | $8,357-98.5% | $10,133-98.7% |