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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 | $28,577 | $135,956-79.0% | $123,894-76.9% | $273,972-89.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.77% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,908 | $5,170-43.8% | $4,617-37.0% | $4,869-40.3% |
| Participant deferral / active EE | $4,018 | $6,343-36.7% | $5,984-32.9% | $5,287-24.0% |
| Admin fee / account holder | $104 | $9,817-98.9% | $8,357-98.8% | $10,133-99.0% |