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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 | $32,788 | $135,956-75.9% | $123,894-73.5% | $273,972-88.0% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 8.63% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $4,785 | $5,170-7.4% | $4,617+3.7% | $4,869-1.7% |
| Participant deferral / active EE | $7,160 | $6,343+12.9% | $5,984+19.7% | $5,287+35.4% |
| Admin fee / account holder | $46 | $9,817-99.5% | $8,357-99.5% | $10,133-99.5% |