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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 | $31,453 | $135,956-76.9% | $123,894-74.6% | $273,972-88.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.61% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,251 | $5,170+1.6% | $4,617+13.7% | $4,869+7.9% |
| Participant deferral / active EE | $8,347 | $6,343+31.6% | $5,984+39.5% | $5,287+57.9% |
| Admin fee / account holder | $142 | $9,817-98.6% | $8,357-98.3% | $10,133-98.6% |