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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 | $36,951 | $135,956-72.8% | $123,894-70.2% | $273,972-86.5% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 9.50% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $3,950 | $5,170-23.6% | $4,617-14.4% | $4,869-18.9% |
| Participant deferral / active EE | $4,717 | $6,343-25.6% | $5,984-21.2% | $5,287-10.8% |
| Admin fee / account holder | $28 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |