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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 | $50,967 | $135,956-62.5% | $123,894-58.9% | $273,972-81.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,247 | $5,170-17.8% | $4,617-8.0% | $4,869-12.8% |
| Participant deferral / active EE | $6,267 | $6,343-1.2% | $5,984+4.7% | $5,287+18.5% |
| Admin fee / account holder | $229 | $9,817-97.7% | $8,357-97.3% | $10,133-97.7% |