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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 | $50,668 | $135,956-62.7% | $123,894-59.1% | $273,972-81.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.01% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,254 | $5,170-56.4% | $4,617-51.2% | $4,869-53.7% |
| Participant deferral / active EE | $3,477 | $6,343-45.2% | $5,984-41.9% | $5,287-34.2% |
| Admin fee / account holder | $82 | $9,817-99.2% | $8,357-99.0% | $10,133-99.2% |