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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 | $55,661 | $135,956-59.1% | $123,894-55.1% | $273,972-79.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 6.95% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,958 | $5,170-62.1% | $4,617-57.6% | $4,869-59.8% |
| Participant deferral / active EE | $7,625 | $6,343+20.2% | $5,984+27.4% | $5,287+44.2% |
| Admin fee / account holder | $4 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |