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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 | $89,195 | $135,956-34.4% | $123,894-28.0% | $273,972-67.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 6.64% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,426 | $5,170-53.1% | $4,617-47.4% | $4,869-50.2% |
| Participant deferral / active EE | $3,259 | $6,343-48.6% | $5,984-45.5% | $5,287-38.4% |
| Admin fee / account holder | $120 | $9,817-98.8% | $8,357-98.6% | $10,133-98.8% |