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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 | $41,290 | $135,956-69.6% | $123,894-66.7% | $273,972-84.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.93% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,850 | $5,170-6.2% | $4,617+5.1% | $4,869-0.4% |
| Participant deferral / active EE | $7,823 | $6,343+23.3% | $5,984+30.7% | $5,287+48.0% |
| Admin fee / account holder | -$16 | $9,817-100.2% | $8,357-100.2% | $10,133-100.2% |