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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 | $59,227 | $135,956-56.4% | $123,894-52.2% | $273,972-78.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.37% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $4,927 | $5,170-4.7% | $4,617+6.7% | $4,869+1.2% |
| Participant deferral / active EE | $10,991 | $6,343+73.3% | $5,984+83.7% | $5,287+107.9% |
| Admin fee / account holder | $189 | $9,817-98.1% | $8,357-97.7% | $10,133-98.1% |