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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 | $42,039 | $65,367-35.7% | $92,915-54.8% | $72,976-42.4% |
| Participation rate | 76.4% | 68.3%+8.1pp | 76.0%+0.4pp | 69.5%+6.9pp |
| Annual return | 27.49% | 42.11%-14.6pp | 109.45%-82.0pp | 81.02%-53.5pp |
| Employer contribution / active EE | $2,661 | $2,594+2.6% | $3,653-27.2% | $2,440+9.1% |
| Participant deferral / active EE | $5,732 | $3,128+83.2% | $4,238+35.2% | $3,608+58.9% |
| Admin fee / account holder | $64 | $4,251-98.5% | $5,796-98.9% | $5,124-98.7% |