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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 | $30,170 | $135,956-77.8% | $123,894-75.6% | $273,972-89.0% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 9.89% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $6,378 | $5,170+23.4% | $4,617+38.2% | $4,869+31.0% |
| Participant deferral / active EE | $8,520 | $6,343+34.3% | $5,984+42.4% | $5,287+61.1% |
| Admin fee / account holder | $63 | $9,817-99.4% | $8,357-99.2% | $10,133-99.4% |