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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 | $39,421 | $181,896-78.3% | $156,551-74.8% | $273,972-85.6% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 71.50% | 30.74%+40.8pp | 32.23%+39.3pp | 41.46%+30.0pp |
| Employer contribution / active EE | $1,513 | $6,248-75.8% | $5,501-72.5% | $4,869-68.9% |
| Participant deferral / active EE | $6,286 | $5,550+13.3% | $4,871+29.0% | $5,287+18.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |