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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 | $48,343 | $127,387-62.1% | $115,038-58.0% | $125,389-61.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.33% | 31.28%-24.9pp | 26.14%-19.8pp | 282.24%-275.9pp |
| Employer contribution / active EE | $5,717 | $5,166+10.7% | $4,608+24.1% | $4,866+17.5% |
| Participant deferral / active EE | $3,429 | $6,423-46.6% | $6,026-43.1% | $5,352-35.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |