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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 | $78,062 | $135,956-42.6% | $123,894-37.0% | $273,972-71.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.05% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $4,290 | $5,170-17.0% | $4,617-7.1% | $4,869-11.9% |
| Participant deferral / active EE | $14,959 | $6,343+135.8% | $5,984+150.0% | $5,287+182.9% |
| Admin fee / account holder | -$46 | $9,817-100.5% | $8,357-100.6% | $10,133-100.5% |