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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 | $58,903 | $135,956-56.7% | $123,894-52.5% | $273,972-78.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,795 | $5,170-7.2% | $4,617+3.9% | $4,869-1.5% |
| Participant deferral / active EE | $10,924 | $6,343+72.2% | $5,984+82.6% | $5,287+106.6% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |