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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 | $44,980 | $135,956-66.9% | $123,894-63.7% | $273,972-83.6% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,701 | $5,170-67.1% | $4,617-63.2% | $4,869-65.1% |
| Participant deferral / active EE | $4,274 | $6,343-32.6% | $5,984-28.6% | $5,287-19.2% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,133-99.8% |