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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 | $30,257 | $135,956-77.7% | $123,894-75.6% | $273,972-89.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.05% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,622 | $5,170-49.3% | $4,617-43.2% | $4,869-46.1% |
| Participant deferral / active EE | $5,027 | $6,343-20.7% | $5,984-16.0% | $5,287-4.9% |
| Admin fee / account holder | $58 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |