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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 | $80,855 | $135,956-40.5% | $123,894-34.7% | $273,972-70.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 25.81% | 56.63%-30.8pp | 47.52%-21.7pp | 41.46%-15.6pp |
| Employer contribution / active EE | $34,400 | $5,170+565.4% | $4,617+645.1% | $4,869+606.6% |
| Participant deferral / active EE | $9,214 | $6,343+45.3% | $5,984+54.0% | $5,287+74.3% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |