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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 | $42,566 | $135,956-68.7% | $123,894-65.6% | $273,972-84.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 9.44% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,697 | $5,170-47.8% | $4,617-41.6% | $4,869-44.6% |
| Participant deferral / active EE | $9,182 | $6,343+44.8% | $5,984+53.4% | $5,287+73.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |