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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 | $117,542 | $135,956-13.5% | $123,894-5.1% | $273,972-57.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.21% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $3,310 | $5,170-36.0% | $4,617-28.3% | $4,869-32.0% |
| Participant deferral / active EE | $9,958 | $6,343+57.0% | $5,984+66.4% | $5,287+88.3% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |