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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 | $67,865 | $135,956-50.1% | $123,894-45.2% | $273,972-75.2% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 13.03% | 56.63%-43.6pp | 47.52%-34.5pp | 41.46%-28.4pp |
| Employer contribution / active EE | $2,445 | $5,170-52.7% | $4,617-47.0% | $4,869-49.8% |
| Participant deferral / active EE | $10,338 | $6,343+63.0% | $5,984+72.7% | $5,287+95.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |