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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 | $100,189 | $135,956-26.3% | $123,894-19.1% | $273,972-63.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.29% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,000 | $5,170-61.3% | $4,617-56.7% | $4,869-58.9% |
| Participant deferral / active EE | $2,500 | $6,343-60.6% | $5,984-58.2% | $5,287-52.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |