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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 | $54,468 | $135,956-59.9% | $123,894-56.0% | $273,972-80.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 11.31% | 56.63%-45.3pp | 47.52%-36.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $3,169 | $5,170-38.7% | $4,617-31.4% | $4,869-34.9% |
| Participant deferral / active EE | $8,098 | $6,343+27.7% | $5,984+35.3% | $5,287+53.2% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |