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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 | $38,775 | $90,486-57.1% | $78,676-50.7% | $273,972-85.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 12.61% | 75.62%-63.0pp | 62.19%-49.6pp | 41.46%-28.8pp |
| Employer contribution / active EE | $3,859 | $3,175+21.5% | $2,850+35.4% | $4,869-20.7% |
| Participant deferral / active EE | $4,775 | $3,901+22.4% | $3,517+35.8% | $5,287-9.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |