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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 | $85,181 | $135,956-37.3% | $123,894-31.2% | $273,972-68.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.11% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,187 | $5,170-38.3% | $4,617-31.0% | $4,869-34.5% |
| Participant deferral / active EE | $7,453 | $6,343+17.5% | $5,984+24.6% | $5,287+41.0% |
| Admin fee / account holder | $11 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |