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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 | $40,492 | $81,331-50.2% | $155,534-74.0% | $80,935-50.0% |
| Participation rate | 96.7% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 14.91% | 33.37%-18.5pp | 64.92%-50.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $6,025 | $3,105+94.0% | $4,675+28.9% | $2,757+118.5% |
| Participant deferral / active EE | $4,797 | $3,454+38.9% | $5,630-14.8% | $4,299+11.6% |
| Admin fee / account holder | $157 | $7,999-98.0% | $15,900-99.0% | $6,924-97.7% |