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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 | $57,030 | $96,558-40.9% | $80,977-29.6% | $273,972-79.2% |
| Participation rate | 83.3% | 79.1%+4.3pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 37.56% | 15.14%+22.4pp | 17.11%+20.5pp | 41.46%-3.9pp |
| Employer contribution / active EE | $3,922 | $4,869-19.4% | $3,715+5.6% | $4,869-19.4% |
| Participant deferral / active EE | $7,583 | $6,598+14.9% | $5,696+33.1% | $5,287+43.4% |
| Admin fee / account holder | $258 | $7,493-96.6% | $5,517-95.3% | $10,133-97.5% |