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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 | $37,834 | $135,956-72.2% | $123,894-69.5% | $273,972-86.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.06% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $5,289 | $5,170+2.3% | $4,617+14.6% | $4,869+8.6% |
| Participant deferral / active EE | $12,758 | $6,343+101.1% | $5,984+113.2% | $5,287+141.3% |
| Admin fee / account holder | $258 | $9,817-97.4% | $8,357-96.9% | $10,133-97.5% |