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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 | $94,032 | $228,395-58.8% | $185,861-49.4% | $158,982-40.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.50% | 40.82%-34.3pp | 35.96%-29.5pp | 302.99%-296.5pp |
| Employer contribution / active EE | $3,298 | $4,968-33.6% | $4,088-19.3% | $4,763-30.8% |
| Participant deferral / active EE | $5,960 | $6,417-7.1% | $5,634+5.8% | $5,983-0.4% |
| Admin fee / account holder | $298 | $11,869-97.5% | $9,503-96.9% | $11,252-97.4% |