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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 | $63,803 | $135,956-53.1% | $123,894-48.5% | $273,972-76.7% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 8.27% | 56.63%-48.4pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,557 | $5,170-69.9% | $4,617-66.3% | $4,869-68.0% |
| Participant deferral / active EE | $5,332 | $6,343-15.9% | $5,984-10.9% | $5,287+0.8% |
| Admin fee / account holder | $255 | $9,817-97.4% | $8,357-97.0% | $10,133-97.5% |