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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 | $53,352 | $135,956-60.8% | $123,894-56.9% | $273,972-80.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.52% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $10,647 | $5,170+105.9% | $4,617+130.6% | $4,869+118.7% |
| Participant deferral / active EE | $6,991 | $6,343+10.2% | $5,984+16.8% | $5,287+32.2% |
| Admin fee / account holder | $92 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |