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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 | $44,104 | $81,233-45.7% | $155,567-71.6% | $80,874-45.5% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 20.23% | 33.33%-13.1pp | 64.74%-44.5pp | 35.62%-15.4pp |
| Employer contribution / active EE | $2,877 | $3,101-7.2% | $4,674-38.5% | $2,756+4.4% |
| Participant deferral / active EE | $7,575 | $3,452+119.4% | $5,628+34.6% | $4,297+76.3% |
| Admin fee / account holder | $2 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |