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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 | $26,698 | $135,956-80.4% | $123,894-78.5% | $273,972-90.3% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 7.74% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,586 | $5,170-50.0% | $4,617-44.0% | $4,869-46.9% |
| Participant deferral / active EE | $4,712 | $6,343-25.7% | $5,984-21.3% | $5,287-10.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |