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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 | $79,350 | $135,956-41.6% | $123,894-36.0% | $273,972-71.0% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 4.89% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,929 | $5,170-43.3% | $4,617-36.6% | $4,869-39.8% |
| Participant deferral / active EE | $9,953 | $6,343+56.9% | $5,984+66.3% | $5,287+88.2% |
| Admin fee / account holder | $278 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |