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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 | $36,346 | $135,956-73.3% | $123,894-70.7% | $273,972-86.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.31% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $7,532 | $5,170+45.7% | $4,617+63.1% | $4,869+54.7% |
| Participant deferral / active EE | $13,903 | $6,343+119.2% | $5,984+132.3% | $5,287+162.9% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |