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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 | $43,549 | $135,956-68.0% | $123,894-64.8% | $273,972-84.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 8.85% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,783 | $5,170-7.5% | $4,617+3.6% | $4,869-1.8% |
| Participant deferral / active EE | $9,395 | $6,343+48.1% | $5,984+57.0% | $5,287+77.7% |
| Admin fee / account holder | $156 | $9,817-98.4% | $8,357-98.1% | $10,133-98.5% |