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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 | $38,815 | $76,551-49.3% | $123,894-68.7% | $62,881-38.3% |
| Participation rate | 70.8% | 73.0%-2.1pp | 81.4%-10.6pp | 69.3%+1.5pp |
| Annual return | 58.42% | 18.68%+39.7pp | 47.52%+10.9pp | 20.14%+38.3pp |
| Employer contribution / active EE | $2,811 | $2,882-2.5% | $4,617-39.1% | $2,281+23.3% |
| Participant deferral / active EE | $8,194 | $4,840+69.3% | $5,984+36.9% | $3,203+155.8% |
| Admin fee / account holder | $62 | $4,826-98.7% | $8,357-99.3% | $4,296-98.6% |