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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 | $38,795 | $135,956-71.5% | $123,894-68.7% | $273,972-85.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.04% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,689 | $5,170-28.6% | $4,617-20.1% | $4,869-24.2% |
| Participant deferral / active EE | $4,924 | $6,343-22.4% | $5,984-17.7% | $5,287-6.9% |
| Admin fee / account holder | $44 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |