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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 | $38,693 | $135,956-71.5% | $123,894-68.8% | $273,972-85.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.13% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $7,553 | $5,170+46.1% | $4,617+63.6% | $4,869+55.1% |
| Participant deferral / active EE | $4,638 | $6,343-26.9% | $5,984-22.5% | $5,287-12.3% |
| Admin fee / account holder | $169 | $9,817-98.3% | $8,357-98.0% | $10,133-98.3% |