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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 | $33,003 | $135,956-75.7% | $123,894-73.4% | $273,972-88.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.71% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $4,583 | $5,170-11.4% | $4,617-0.7% | $4,869-5.9% |
| Participant deferral / active EE | $7,384 | $6,343+16.4% | $5,984+23.4% | $5,287+39.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |