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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 | $74,838 | $135,956-45.0% | $123,894-39.6% | $273,972-72.7% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 4.76% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,306 | $5,170-74.7% | $4,617-71.7% | $4,869-73.2% |
| Participant deferral / active EE | $4,017 | $6,343-36.7% | $5,984-32.9% | $5,287-24.0% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,133-99.2% |