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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 | $46,544 | $135,956-65.8% | $123,894-62.4% | $273,972-83.0% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 8.01% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,013 | $5,170-80.4% | $4,617-78.1% | $4,869-79.2% |
| Participant deferral / active EE | $4,398 | $6,343-30.7% | $5,984-26.5% | $5,287-16.8% |
| Admin fee / account holder | $44 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |