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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 | $78,380 | $228,352-65.7% | $185,835-57.8% | $158,966-50.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.81% | 40.81%-33.0pp | 35.96%-28.1pp | 302.95%-295.1pp |
| Employer contribution / active EE | $1,435 | $4,967-71.1% | $4,087-64.9% | $4,762-69.9% |
| Participant deferral / active EE | $6,232 | $6,416-2.9% | $5,633+10.6% | $5,983+4.2% |
| Admin fee / account holder | $257 | $11,867-97.8% | $9,502-97.3% | $11,250-97.7% |