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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 | $102,760 | $135,956-24.4% | $123,894-17.1% | $273,972-62.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.45% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $12,678 | $5,170+145.2% | $4,617+174.6% | $4,869+160.4% |
| Participant deferral / active EE | $7,832 | $6,343+23.5% | $5,984+30.9% | $5,287+48.1% |
| Admin fee / account holder | $81 | $9,817-99.2% | $8,357-99.0% | $10,133-99.2% |