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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 | $48,877 | $81,331-39.9% | $155,534-68.6% | $80,935-39.6% |
| Participation rate | 89.4% | 66.3%+23.1pp | 78.2%+11.1pp | 67.7%+21.7pp |
| Annual return | 10.84% | 33.37%-22.5pp | 64.92%-54.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $4,247 | $3,105+36.8% | $4,675-9.1% | $2,757+54.1% |
| Participant deferral / active EE | $4,173 | $3,454+20.8% | $5,630-25.9% | $4,299-2.9% |
| Admin fee / account holder | $59 | $7,999-99.3% | $15,900-99.6% | $6,924-99.1% |