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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 | $63,861 | $135,956-53.0% | $123,894-48.5% | $273,972-76.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.63% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,776 | $5,170+11.7% | $4,617+25.1% | $4,869+18.6% |
| Participant deferral / active EE | $7,966 | $6,343+25.6% | $5,984+33.1% | $5,287+50.7% |
| Admin fee / account holder | $200 | $9,817-98.0% | $8,357-97.6% | $10,133-98.0% |