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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 | $38,450 | $135,956-71.7% | $123,894-69.0% | $273,972-86.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.32% | 56.63%-42.3pp | 47.52%-33.2pp | 41.46%-27.1pp |
| Employer contribution / active EE | $4,473 | $5,170-13.5% | $4,617-3.1% | $4,869-8.1% |
| Participant deferral / active EE | $8,794 | $6,343+38.6% | $5,984+47.0% | $5,287+66.3% |
| Admin fee / account holder | $124 | $9,817-98.7% | $8,357-98.5% | $10,133-98.8% |