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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 | $66,141 | $135,956-51.4% | $123,894-46.6% | $273,972-75.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.81% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,173 | $5,170-58.0% | $4,617-52.9% | $4,869-55.4% |
| Participant deferral / active EE | $4,423 | $6,343-30.3% | $5,984-26.1% | $5,287-16.4% |
| Admin fee / account holder | $279 | $9,817-97.2% | $8,357-96.7% | $10,133-97.2% |