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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 | $71,677 | $81,358-11.9% | $155,556-53.9% | $80,959-11.5% |
| Participation rate | 96.9% | 66.3%+30.6pp | 78.2%+18.7pp | 67.7%+29.2pp |
| Annual return | 12.49% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $9,375 | $3,106+201.8% | $4,675+100.5% | $2,757+240.0% |
| Participant deferral / active EE | $6,460 | $3,455+87.0% | $5,631+14.7% | $4,300+50.2% |
| Admin fee / account holder | $228 | $7,994-97.2% | $15,885-98.6% | $6,925-96.7% |