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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 | $23,188 | $135,956-82.9% | $123,894-81.3% | $273,970-91.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.97% | 56.63%-44.7pp | 47.52%-35.5pp | 41.46%-29.5pp |
| Employer contribution / active EE | $3,625 | $5,170-29.9% | $4,617-21.5% | $4,869-25.6% |
| Participant deferral / active EE | $8,822 | $6,343+39.1% | $5,984+47.4% | $5,287+66.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |