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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 | $35,338 | $135,956-74.0% | $123,894-71.5% | $273,972-87.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.52% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $5,021 | $5,170-2.9% | $4,617+8.7% | $4,869+3.1% |
| Participant deferral / active EE | $5,165 | $6,343-18.6% | $5,984-13.7% | $5,287-2.3% |
| Admin fee / account holder | $151 | $9,817-98.5% | $8,357-98.2% | $10,133-98.5% |