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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 | $60,137 | $77,638-22.5% | $156,551-61.6% | $62,881-4.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.47% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,767 | $3,444+9.4% | $5,501-31.5% | $2,281+65.1% |
| Participant deferral / active EE | $4,063 | $3,046+33.4% | $4,871-16.6% | $3,203+26.9% |
| Admin fee / account holder | $297 | $5,561-94.7% | $13,028-97.7% | $4,296-93.1% |