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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 | $64,873 | $135,956-52.3% | $123,894-47.6% | $273,972-76.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 8.86% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,204 | $5,170-18.7% | $4,617-8.9% | $4,869-13.7% |
| Participant deferral / active EE | $11,324 | $6,343+78.5% | $5,984+89.2% | $5,287+114.2% |
| Admin fee / account holder | $298 | $9,817-97.0% | $8,357-96.4% | $10,133-97.1% |