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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 | $24,084 | $90,486-73.4% | $78,676-69.4% | $273,972-91.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 8.57% | 75.62%-67.1pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,875 | $3,175-41.0% | $2,850-34.2% | $4,869-61.5% |
| Participant deferral / active EE | $3,510 | $3,901-10.0% | $3,517-0.2% | $5,287-33.6% |
| Admin fee / account holder | $168 | $5,263-96.8% | $4,510-96.3% | $10,133-98.3% |