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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 | $29,064 | $135,956-78.6% | $123,894-76.5% | $273,972-89.4% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 9.73% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $4,046 | $5,170-21.7% | $4,617-12.4% | $4,869-16.9% |
| Participant deferral / active EE | $4,006 | $6,343-36.8% | $5,984-33.1% | $5,287-24.2% |
| Admin fee / account holder | $264 | $9,817-97.3% | $8,357-96.8% | $10,133-97.4% |