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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 | $35,586 | $135,956-73.8% | $123,894-71.3% | $273,972-87.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.81% | 56.63%-43.8pp | 47.52%-34.7pp | 41.46%-28.6pp |
| Employer contribution / active EE | $4,134 | $5,170-20.0% | $4,617-10.5% | $4,869-15.1% |
| Participant deferral / active EE | $7,711 | $6,343+21.6% | $5,984+28.8% | $5,287+45.8% |
| Admin fee / account holder | $201 | $9,817-98.0% | $8,357-97.6% | $10,133-98.0% |