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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 | $30,553 | $135,956-77.5% | $123,894-75.3% | $273,972-88.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 48.05% | 56.63%-8.6pp | 47.52%+0.5pp | 41.46%+6.6pp |
| Employer contribution / active EE | $1,983 | $5,170-61.6% | $4,617-57.0% | $4,869-59.3% |
| Participant deferral / active EE | $5,556 | $6,343-12.4% | $5,984-7.2% | $5,287+5.1% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |