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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 | $110,942 | $135,956-18.4% | $123,894-10.5% | $273,972-59.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.75% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $19,064 | $5,170+268.8% | $4,617+312.9% | $4,869+291.6% |
| Participant deferral / active EE | $33,282 | $6,343+424.7% | $5,984+456.2% | $5,287+529.5% |
| Admin fee / account holder | $217 | $9,817-97.8% | $8,357-97.4% | $10,133-97.9% |