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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 | $36,661 | $135,956-73.0% | $123,894-70.4% | $273,972-86.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.07% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $9,083 | $5,170+75.7% | $4,617+96.7% | $4,869+86.6% |
| Participant deferral / active EE | $6,506 | $6,343+2.6% | $5,984+8.7% | $5,287+23.0% |
| Admin fee / account holder | $15 | $9,817-99.9% | $8,357-99.8% | $10,133-99.9% |